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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

CIBC Private Wealth Advisors, Inc. vs Savant Wealth Management

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 $56B at Savant Wealth Management, 22% more than its rival, by their latest Form ADV filings. Savant Wealth Management reports more individual clients (23,288 vs 8,083), while CIBC Private Wealth Advisors, Inc’s clients hold more on average (about $5.5 million each against $2.1 million). Both are based in Illinois: CIBC Private Wealth Advisors, Inc. in Chicago and Savant Wealth Management in Rockford.

FigureCIBC Private Wealth Advisors, Inc.Savant Wealth Management
Regulatory AUM$68B$56B
National rank#16#19
HeadquartersChicago, IllinoisRockford, Illinois
Individual clients8,08323,288
High-net-worth clients2,0206,562
Average client assets$5.5 million$2.1 million
Accounts29,01981,840
Discretionary95% of AUM99% of AUM
Employees610659
Advisory staff220238
Clients per advisory employee3798
Offices1766
Form ADV filed2026-06-222026-07-30

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

Savant Wealth Management

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
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, CIBC Private Wealth Advisors, Inc. or Savant Wealth Management?

CIBC Private Wealth Advisors, Inc., with $68B in regulatory assets under management against $56B at Savant Wealth Management. Nationally they rank #16 and #19 among 5,657 independent wealth management RIAs.

How many clients do CIBC Private Wealth Advisors, Inc. and Savant Wealth Management have?

CIBC Private Wealth Advisors, Inc. reports 8,083 individual clients (2,020 high-net-worth) with 220 advisory employees; Savant Wealth Management reports 23,288 (6,562 high-net-worth) with 238 advisory employees.

How do CIBC Private Wealth Advisors, Inc. and Savant Wealth Management charge clients?

Only Savant Wealth Management lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do CIBC Private Wealth Advisors, Inc. and Savant Wealth Management offer?

CIBC Private Wealth Advisors, Inc. lists portfolio management for investment companies; portfolio management for pooled investment vehicles; other services, which Savant Wealth Management does not. Savant Wealth Management 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. ↗, Savant Wealth Management ↗. How to check a financial advisor →