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RIA comparison · SEC Form ADV

CIBC Private Wealth Advisors, Inc. vs IEQ Capital, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

CIBC Private Wealth Advisors, Inc. is the larger of the two, with $68B in regulatory assets to $57B at IEQ Capital, LLC, 20% more than its rival, by their latest Form ADV filings. CIBC Private Wealth Advisors, Inc. reports more individual clients (8,083 vs 2,300), while IEQ Capital, LLC’s clients hold more on average (about $25 million each against $5.5 million). CIBC Private Wealth Advisors, Inc. is based in Chicago, Illinois and IEQ Capital, LLC in Foster City, California.

FigureCIBC Private Wealth Advisors, Inc.IEQ Capital, LLC
Regulatory AUM$68B$57B
National rank#16#18
HeadquartersChicago, IllinoisFoster City, California
Individual clients8,0832,300
High-net-worth clients2,0202,300
Average client assets$5.5 million$25 million
Accounts29,0192,309
Discretionary95% of AUM81% of AUM
Employees610266
Advisory staff220193
Clients per advisory employee3712
Offices1720
Form ADV filed2026-06-222026-06-09

CIBC Private Wealth Advisors, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

IEQ Capital, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, CIBC Private Wealth Advisors, Inc. or IEQ Capital, LLC?

CIBC Private Wealth Advisors, Inc., with $68B in regulatory assets under management against $57B at IEQ Capital, LLC. Nationally they rank #16 and #18 among 5,657 independent wealth management RIAs.

How many clients do CIBC Private Wealth Advisors, Inc. and IEQ Capital, LLC have?

CIBC Private Wealth Advisors, Inc. reports 8,083 individual clients (2,020 high-net-worth) with 220 advisory employees; IEQ Capital, LLC reports 2,300 (2,300 high-net-worth) with 193 advisory employees.

How do CIBC Private Wealth Advisors, Inc. and IEQ Capital, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do CIBC Private Wealth Advisors, Inc. and IEQ Capital, LLC offer?

CIBC Private Wealth Advisors, Inc. lists portfolio management for investment companies; portfolio management for pooled investment vehicles; other services, which IEQ Capital, LLC does not. IEQ Capital, LLC lists pension consulting; educational seminars and workshops, which CIBC Private Wealth Advisors, Inc. does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: CIBC Private Wealth Advisors, Inc. ↗, IEQ Capital, LLC ↗. How to check a financial advisor →