RIA · Independent channel
Choreo
Includes the history of Resource Financial Group (acquired July 2026) · Northeast Financial Group (acquired March 2026)
Join Choreo’s firm-operated registered investment adviser.
- Website
- choreoadvisors.com
- Regulator record
- CHOREO, LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$2.0B
Reported practice assets · 2 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 2
Teams joining Choreo in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 8 | Acquisition | Resource Financial GroupWilmette, IL | Resource Financial GroupRIAacquired by Choreo, Jul 2026 | $700M | Press Release |
| Jan 21 | Acquisition | Northeast Financial Group / Herbein Financial GroupAllentown, PA | Northeast Financial GroupRIAacquired by Choreo, Mar 2026 | $1.3B | Press Release |
Departures 0
Teams leaving Choreo in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.