Choreo Buys $700 Million Resource Financial Group, Deepening Chicago Footprint
Updated
Updated · Pulse 2.0 · Jul 8
Choreo Buys $700 Million Resource Financial Group, Deepening Chicago Footprint
3 articles · Updated · Pulse 2.0 · Jul 8
Summary
$700 million Resource Financial Group has been folded into Choreo through an asset acquisition, bringing the Wilmette-based RIA into the national wealth planner’s network.
The deal expands Choreo’s Chicago-area presence and adds a business-planning advisory team focused on closely held business owners, including succession, liquidity events and retirement planning.
Peter Maris and Brian Pugal lead the incoming advisory group, backed by a six-person client service team led by Alexandra Moise.
Choreo said the transaction is its latest this year after buying Northeast Financial Group, Herbein Financial Group and Insight Wealth Strategies, lifting 2026 added assets to about $2 billion.
The acquisition extends Choreo’s broader scale—more than 40 U.S. locations, over 7,000 clients and roughly $28.6 billion in assets under management and advisement at the end of 2025.