Choreo Newsroom

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Molly McMillin Joins Choreo as Chief Financial Officer
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Molly McMillin Joins Choreo as Chief Financial Officer

Appointment demonstrates commitment to bolster the advisor and client experience and the firm’s wide array of planning services at the intersection of tax and wealth management

Choreo Card Champs Cash in for Charities
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Choreo Card Champs Cash in for Charities

Choreo Card Champs Cash in for Charities Team Engagement Game During Recent OneChoreo Event Benefits 11 Charities

Choreo Listed in Barron's 2024 Top 100 RIA Firm Ranking (#37)
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Choreo Listed in Barron's 2024 Top 100 RIA Firm Ranking (#37)

"2024 Top RIA Firms," September 2024






Chief Investment Officer, Matt Gotlin Featured in Investment News
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Chief Investment Officer, Matt Gotlin Featured in InvestmentNews

"Advisors assess “Harris Trade” after Biden’s departure from Presidential race," July 2024






Choreo listed in Accounting Today's "The 2024 Billion-Dollar Wealth Magnets" ranking (1)
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Choreo listed in Accounting Today's "The 2024 Billion-Dollar Wealth Magnets"

"The 2024 Billion-Dollar Wealth Magnets," June 2024




Senior Director, Erin Christy Recognized as a Rising Star by RIA Intel
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Senior Director, Erin Christy Recognized as a Rising Star by RIA Intel

"Here Are the Winners of the 2024 RIA Intel Awards," June 2024




Brittany Abbate Joins Choreo as Vice President of Advisor Growth Marketing
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Brittany Abbate Joins Choreo as Vice President of Advisor Growth Marketing

CHOREO BOLSTERS ORGANIC GROWTH CAPABILITIES WITH HIRE OF BRITTANY ABBATE AS VICE PRESIDENT OF ADVISOR GROWTH MARKETING

Article Spotlight: Director, Krista Frowein Featured in Financial Advisor Magazine
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Article Spotlight: Director, Krista Frowein Featured in Financial Advisor Magazine

" Advanced Tax Bracket Planning with CPAs -- A Growth Strategy," April 2024

Managing Director, Michael Radford Shares Insights in Cherry Bekaert's Podcast
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Managing Director, Michael Radford Shares Insights in Cherry Bekaert's Podcast

"IRS Estimated Tax Payment and Withholding Guide: Timing and Cash Flow Planning, April 2024




Senior Director, Dorothy Bossung shares insights in Financial Advisor Magazine Article
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Senior Director, Dorothy Bossung shares insights in Financial Advisor Magazine Article

"Advisors Seek More Certifications to Attract Wealthier Clients, IWI Says" - April 2024

Matthew Gotlin Named Choreo's Chief Investment Officer
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Matthew Gotlin Named Choreo's Chief Investment Officer

Appointment Part of Investment Team Expansion Aimed at Delivering Tax Efficient and Technology-Enabled Public and Private Market Investments and Research

Choreo Bolsters Organic Growth Strategy with Appointment of Four Senior Leaders
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Choreo Bolsters Organic Growth Strategy with Appointment of Four Senior Leaders

Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm’s Ability to Drive Organic Growth and Develop Key Referral Sources

Choreo Launches Choreo Momentum to Advance Women Advisors and Drive Growth Opportunities
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Choreo Launches Choreo Momentum to Advance Women Advisors and Drive Growth Opportunities

Wealth Management Firm Expands Strategic Programming Models that Leverage CPA Partnerships, Referral Training and Digital Marketing to Drive Growth

Senior Director of Wealth Management, Ray Morrill Featured in Financial Planning Article (1)
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Senior Director of Wealth Management, Ray Morrill provides his Insights in Financial Planning Article

"Taxes + wealth: 2 connected but still (for now) distinct fields are merging," March 2024 

Senior Director of Wealth Management, Ray Morrill Featured in Financial Planning Article
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Senior Director of Wealth Management, Ray Morrill Featured in Financial Planning Article

"Fintech founder wants more financial advisors to consider taxes," Financial Planning, February 2024 

What My 22-Year Old Niece Taught Me About the Future of Wealth Management
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Kitt Murphy, Senior Director at Choreo, shares what her 22-year old niece taught her about the Future of Wealth Management

“What My 22-Year Old Niece Taught Me About the Future of Wealth Management” Wealthmanagement.com, November 17, 2023

Rising rates have advisors sprinting toward private credit
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Ray Morrill, Senior Director with Choreo, discusses why advisors are moving toward private credit

“Rising rates have advisors sprinting toward private credit” Investmentnews.com, November 8, 2023

Behind the business case for more female advisors
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Robin Patin, Senior Director with Choreo, discusses concerns impacting the case for more female advisors

“Behind the business case for more female advisors” Investmentnews.com, November 6, 2023

Choreo Announces Acquisition of Wealth Management Business from BDO
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Choreo Announces Acquisition of Wealth Management Business from BDO

Purchase brings approximately $8.1B in Assets Under Management or Advisement to Choreo and expands the firm’s leadership within the CPA community

Karen Lee joins Choreo as Chief Growth Officer
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Karen Lee joins Choreo as Chief Growth Officer

Wealth Management leader brings proven track record of helping large enterprises grow revenues and achieve goals

2023 Top 100 RIA Firms
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Choreo ranked #45 on Barron’s 2023 Top RIA Firms

Barron’s “2023 Top 100 RIA Firms”, September, 2023

Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit
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Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit

CHICAGO, Aug. 29, 2023 /PRNewswire/ — Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit.

Tips For Advisors Working With Paper-Rich, Cash-Poor Entrepreneurs
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Tips For Advisors Working With Paper-Rich, Cash-Poor Entrepreneurs – Ray Morill

Ray Morill, Senior Director, Wealth Management at Choreo Advisors via WealthManagement.com

WSR Spotlights Top Wealth Management CMOs
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Marissa Fox-Foley Recognized in WSR CMO 10: Top Wealth Management CMOs

WSR Spotlights Top Wealth Management CMOs, June 28, 2023

Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions
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Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions

Benefits to CPAs include access to Choreo’s Comprehensive Financial, Estate and Business Planning Solutions, as well as its Customized Marketing and Technology Platforms

Investments today can benefit generations to come
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Nicole Anderson, Director, Wealth Management writes Springfield Business Journal article “Investments today can benefit generations to come”

“Investments today can benefit generations to come,” Springfield Business Journal, April 10, 2023

T3 Conference Preview: Largest Issues Facing Wealthtech Today
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Matt Bankston, Managing Director, Platform Strategy and Innovation at Choreo, discusses needs in Wealthtech

“T3 Conference Preview: Largest Issues Facing Wealthtech Today” Wealthsolutionsreport.com, March 9, 2023

Advising Childless and Child-free Clients
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David Winslow, Managing Director with Choreo, discusses opportunities for advising Child-free Clients

“Advising Childless and Child-free Clients” Wealthmanagement.com, February 13, 2023

The RIA Edge 100: Growing Above and Beyond
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Choreo named on Wealthmanagment.com’s RIA Edge List 100

Wealthmanagement.com’s “The RIA Edge 100: Growing Above and Beyond,” February, 2023

Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC
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Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC

CHICAGO – Jan. 31, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP.

Choreo Completes Acquisition of Enso Wealth Management
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Choreo Completes Acquisition of Enso Wealth Management

CHICAGO – Jan. 4, 2023 – Choreo, LLC (“Choreo” or “the firm”) today completed the previously announced acquisition of Enso Wealth Management (“Enso”) a Petaluma, California-based firm with approximately $1.8 billion in assets under management serving over 1,900 families.

Choreo completes partnership with Cherry Bekaert by closing acquisition of Cherry Bekaert Wealth Management
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Choreo completes partnership with Cherry Bekaert by closing acquisition of Cherry Bekaert Wealth Management

CHICAGO – Jan. 2, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire Cherry Bekaert Wealth Management LLC (CBWM), an entity affiliated with Cherry Bekaert Advisory LLC.

Choreo to partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC
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Choreo to partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC

Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm’s Footprint GreerWalker LLP and Choreo to Enter Into Ongoing Strategic Partnership

Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
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CMO Marissa Fox-Foley discusses how technology helps drive digital communications and virtual events

“Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms” Digital Wealth News, November 28, 2022

Choreo Chooses Pontera to Strengthen Client-First Approach with Held Away Asset Management
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Choreo Chooses Pontera to Strengthen Client-First Approach with Held Away Asset Management

Pontera’s technology allows Choreo’s financial advisors to manage and trade clients’ 401(k) and other held away accounts as part of their holistic strategies.

“Choreo CEO Discusses Growth and Client Service
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CEO Larry Miles focuses Firm on Client Care, Midwest Values and Selective Teammate Growth, Shares Vision for Thriving Communities

“Choreo CEO Discusses Growth and Client Service” Wealth Solutions Report, October 24, 2022

Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup
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Digital marketing firm FMG Suite is partnering with Choreo, an RIA, to launch Canvas, a digital marketing and communications platform.

“Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup,” InvestmentNews, October7, 2022

Liquidity Events – Top Three Blunders of Business Sellers
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Donna Thrane, Senior Director at Choreo, explains Liquidity Events from a Wealth Manager’s perspective.

“Liquidity Events – Top Three Blunders of Business Sellers,” Wealth Solutions Report, September 27, 2022

How to help small-business-owner clients get started with their exit plan
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Michael Radford, CPA/PFS, CFP®, CEPA, Managing Partner with Choreo, writes InvestmentNews article discussing exit plans for small business owners

InvestmentNews, “How to help small-business-owner clients get started with their exit plan” by Michael Radford, September 22, 2022

Choreo ranked #43 on Barron’s 2022 Top RIA Firms in the country
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2022 Top 100 RIA Firms

Barron’s “2022 Top 100 RIA Firms”, September, 2022

Single Women trailing married counterparts when it comes to retirement, EBRI says
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Choreo’s Michelle Buria, Senior Director, explains her approach to help her clients build confidence

InvestmentNews, “Single Women trailing married counterparts when it comes to retirement, EBRI says”, September 2, 2022

Where will crypto head this fall?
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Mark Pniak, Senior Director at Choreo, weighs in on cryptocurrency

InvestmentNews, “Where will crypto head this fall?”, September 2, 2022

Choreo named one of Top Fee-Only RIA’s 2022 (Number 31)
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Choreo named one of Top Fee-Only RIA’s 2022 (Number 31)

InvesmentNews “Top Fee-Only RIAS 2022”, August 22, 2022

A case study on how Choreo is streamlining front- and back-office functions by digitizing process
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A case study on how Choreo is streamlining front- and back-office functions by digitizing process

Laserfiche “Case Study: Moving Digital Transformation Beyond Manual Processes”, July 19, 2002

Choreo named one of America’s Top RIA’s (Number 53)
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Choreo named one of America’s Top RIA’s (Number 53)

FA Magazine “FA’s RIA Survey & Ranking 2022”, July 19, 2022

Choreo recognized as the fastest growing RIA in Minnesota
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Choreo recognized as the fastest growing RIA in Minnesota

50 Growers Across America 2022, page 20, July 8, 2022