Choreo, LLC

RIASEC Registered

Total AUM

$19.1B

Discretionary

$17.1B

89% of AUM

Avg account

$766K

Accounts

24,999

Employees

232

Advisory reps

155

Firm details

Headquarters: Rockford, Illinois
CRD number: 111221
Registered since: November 16, 2011
Website: choreoadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.44%
Individuals5.45%
Pension & Profit Sharing Plans3.08%
Charitable Organizations3.01%
Corporations / Businesses1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Choreo, LLC is an independent RIA and registered investment adviser with the SEC since 2011. The firm operates as a limited liability company and serves both individual and institutional clients, positioning itself as a capital allocator that blends portfolio management, financial planning, pension consulting and adviser selection. Choreo reports a mixed fee model that includes assets-under-management fees alongside hourly and fixed-fee arrangements, and its business footprint also includes activity as a registered representative of a broker‑dealer. The firm has been recognized repeatedly in industry lists and rankings across outlets such as Barron’s, Forbes, FA Magazine and Citywire between 2020 and 2025.