On January 21, 2026, Choreo Advisors announced that it agreed to acquire substantially all of the assets of Northeast Financial Group and Herbein Financial Group.
Choreo Advisors (“Choreo”) announced, on January 21, 2026, that it had agreed to acquire substantially all of the assets of Northeast Financial Group (“Northeast”) and Herbein Financial Group (“Herbein”). Under the terms of the transactions, 12 full-time employees from the Northeast and Herbein teams will join Choreo upon closing. Further terms of the deals were not disclosed.
Choreo, based in Chicago, is a registered investment advisor offering investment advisory services, financial planning, and other wealth management services. As of December 2024, Choreo had approximately $27.2 billion in assets under management and advisement.
Northeast, based in Allentown, Pennsylvania, is a registered investment advisor offering fiduciary and investment services.
Herbein, based in Reading, Pennsylvania, is a registered investment advisor offering wealth management planning, strategies, and services.
Northeast and Herbein have approximately $1.3 billion in client assets.
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