We are passionate about improving the well-being of our clients, their families, and everyone in our communities. For over 20 years we have worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 24 offices and counting.
Empowered by technology. Inspired by equality. We are here to serve you beyond what’s expected in our current cities and across the country.
Empowered by technology. Inspired by equality. We are here to serve you beyond what’s expected in our current cities and across the country.
Location: United States, Illinois, Chicago
Employees: 51-200
Investors 1
| Date | Name | Website |
| 24.02.2022 | Parthenon ... | parthenonc... |
Mentions in press and media 4
| Date | Title | Description |
| 13.05.2026 | Choreo Anchors 40,000+ SF Leasing Surge at One South | One South in Charlotte, NC THREE, the amenity space on the third floor of One South in Charlotte, NC Lobby of One South in Charlotte, NC Wealth management firms signs 15,619-square-foot lease as uptown tower continues strong office and reta... |
| 16.11.2022 | Choreo to Partner with Cherry Bekaert and Acquire Cherry Bekaert Wealth Management | Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further Expands Firm’s Footprint |
| 03.11.2022 | Choreo Announces Acquisition of Enso Wealth Management | California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm’s West Coast Footprint |
| 22.02.2022 | Newly Independent Advisory Firm Choreo Announces the Closing of Previously Announced Transaction | CHICAGO – Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, finalized the closing of its previously announced transaction whereby Parthenon Capital (“Parthenon”), a leading middle market private equity fir... |