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 ...

$110 Million Irvine, Calif.-Based RIA Expands Choreo's West Coast Footprint and Adds Deep CPA Planning Experience for Business Builders CHICAGO, March 2, 2026 /PRNewswire/ -- Choreo, LLC (Choreo) ...

Choreo, a Chicago-based registered investment advisor, is acquiring the wealth management business of accounting firm BDO USA, which oversees roughly $8.1 billion in assets under advisement or ...

Choreo, the registered investment advisor created last year when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has acquired the wealth ...

Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US earlier this year, is acquiring Cherry Bekaert's wealth management business. Processing Content ...

Changes are afoot at Veris Wealth Partners and Choreo as both firms announce key C-suite appointments. On Tuesday, Veris announced it has elevated Jane Swan as chief advisory officer while Roraj ...

The Chicago-based registered investment advisory firm is back in acquisition mode, adding 12 staffers, including six advisors, in a pair of deals. Choreo is back in buying mode. The Chicago-based ...