PeopleEvent: September 8, 2026
Choreo introduced a standard for delivering advice across all three areas for every client.
Published
Signal category
People
Quote
“That's the opportunity in front of our industry right now”
— Larry Miles|Choreo team
Company
Choreo
We are passionate about improving the well-being of our clients, their families and everyone in our communities.
- Industry
- Financial Services
- Location
- Chicago, US
- Company size
- 290 employees
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.