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 ...

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 ...

The deal marks a bold experiment in the wealth management industry that could shift the balance of power from advisory firms to wealthy groups of investors.

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 ...

The wealth management arm of a major accounting firm that received a private equity investment earlier this year is folding into a registered investment advisor owned by the same investor. Upon the ...

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 ...

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 ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Roger Ochs, who was appointed president of Choreo in February, has stepped down from this ...

CHICAGO, Jan. 21, 2026 /PRNewswire/ -- Choreo, LLC (Choreo) today announced it agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group, Pennsylvania ...