Choreo plans to lease over 15,600 square feet of the office tower at 101 S. Tryon St., according to a news release. It’s the ...

RIA acquirer Choreo has announced its fourth acquisition of a wealth management business, this time from accounting giant BDO. Processing Content Choreo said Wednesday in a press release that it had ...

Choreo is back in buying mode. The Chicago-based registered investment advisory firm is making its first acquisitions since 2023, and it says more are to come. On Thursday, Choreo said it has reached ...

Choreo, the registered investment advisor created earlier this year when private equity firm Parthenon Capital lifted out RSM’s wealth management business, has announced its first acquisition since ...

Jason Van de Loo, an industry leader with experience in growing prestigious RIA firms including Edelman Financials Engines, has been appointed CEO of Choreo, a Chicago-based, independent RIA, Choreo ...

Registered investment advisor Choreo has filed a lawsuit against Compound Planning on the heels of the registered investment advisor announcing that former Choreo advisors joined to seed a new office ...

CHICAGO, Jan. 8, 2026 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that Erik Merkau has been named Chief Wealth Advisory Officer. He will report to Chief Executive Officer ...

A federal appeals court just handed advisory firms a major loss in their fight to stop advisors from walking out the door with clients. The Eighth Circuit ruled January 12 that Choreo can't force 12 ...

Choreo has filed a lawsuit against four former employees and their new employer, alleging violations of trade secret laws, breach of contract, and improper solicitation of clients. The case, filed in ...