Choreo buys Illinois RIA Resource Financial Group

Choreo has taken implicit "substantially all" of the assets of Resource Financial Group (RFG), an RIA headquartered successful Wilmette, Illinois.

RFG holds astir $700m successful assets nether absorption arsenic of 30 April 2026.

It is headed by Peter Maris, founding partner, and Brian Pugal, partner.

The firm's lawsuit work operations are handled by a six-member squad nether Alexandra Moise.

Maris said: "Our full squad is excited to articulation Choreo. Our clients worth our relationship-based lawsuit work exemplary backed by information and program coordination. With Choreo, we'll person much resources and consistency down our processes, which means a smoother acquisition for them."

The advisory concern focuses mostly connected intimately held concern owners and families, assisting with ownership transitions, liquidity readying and status matters.

The enactment is supported by CPAs, property lawyers and security specialists.

Maris started successful fiscal services successful the idiosyncratic concern part of a large Chicago slope and aboriginal worked arsenic a taxation planner. Prior to establishing RFG successful 1996, helium was a fiscal advisor with American Express Financial Advisors.

Pugal became portion of RFG successful 2002.

Choreo CEO Jason Van de Loo said: "Peter and Brian person built a terrific concern and earned heavy spot by helping clients link concern readying with status and succession to sphere wealth.

"The firm's enactment with intimately held businesses successful the Chicago country and beyond strengthens our quality to enactment teams that bash analyzable readying enactment for builders of these kinds of unsocial enterprises and companies astir the country."

The woody adds to a tally of transactions by Choreo.

Earlier this year, the institution bought the assets of Northeast Financial Group, Herbein Financial Group and Insight Wealth Strategies. In total, Choreo has brought successful astir $2bn successful assets nether absorption during 2026.

The concern traces its origins to much than 2 decades ago, erstwhile it was acceptable up arsenic portion of 1 of the country's largest CPA and nonrecreational services organisations.

As of 31 December 2025, it worked with much than 7,000 clients and had astir $28.6bn successful assets nether absorption and advisement.

"Choreo buys Illinois RIA Resource Financial Group " was primitively created and published by Private Banker International, a GlobalData owned brand.