Choreo Acquires Resource Financial Group
On July 8, 2026, Choreo announced that it acquired substantially all of the assets of Resource Financial Group.
Choreo announced, on July 8, 2026, that it acquired substantially all of the assets of Resource Financial Group (“RFG”). Under the terms of the transactions, the RFG team will join Choreo. Further terms of the deal 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 31, 2025, Choreo had approximately $28.6 billion in assets under management and advisement.
RFG, based in Wilmette, Illinois, is a registered investment advisor providing services in business transitions, liquidity events, and retirement to business owners and families. As of April 30, 2026, RFG had approximately $700 million in assets under management. Turkey Hill Management served as advisor to RFG in the transaction.
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