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.
| Website | https://choreoadvisors.com/ |
| Revenue | $103.1 million |
| Employees | 272 (173 on RocketReach) |
| Industry | Financial Services |
| Keywords | Ria Services, Wealth Management, Financial Planning, Wealth Advisory, Tax Planning, Financial Strategies, Integrated Advice, Investment Management, Retirement Planning, Portfolio Management, Investment Strategies, Tax Optimization, Holistic Planning, Retirement Strategies, Estate Planning, High Net Worth |
| Competitors | Deloitte, PwC, KPMG In Pakistan, Mercer, Aon, The Hartford, Lincoln Financial Group, Oliver Wyman, WTW, Buck Consultants Inc +40 more (view full list) |
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Choreo Questions
The Choreo annual revenue was $103.1 million in 2026.
Jason van de Loo is the CEO of Choreo.
173 people are employed at Choreo.
Choreo is based in Chicago, Illinois.
Top Choreo Employees
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Jason van de Loo
Chief Executive Officer at Choreo
Charlotte, NC, US43 -
Molly McMillin
Chief Financial Officer at Choreo
Charlotte, NC, US34 -
Jonathan Row
Vice President, Human Capital at Choreo
Chicago, IL, US32 -
Conor Meehan
Managing Director - Mergers and Acquisitions at Choreo
Los Angeles, CA, US34 -
Nick Bertozzi
Managing Director at Choreo
Midlothian, VA, US23 -
Scott Krowczyk
Managing Director at Choreo
Rockford, IL, US32 -
Mark Biegel
Managing Director at Choreo
Columbia, MD, US13 -
Matt Bankston
Managing Director, Client Solutions at Choreo
Shreveport, LA, US32 -
Tony Spano
Managing Director at Choreo
Potomac, MD, US34 -
Jim Decota
Managing Director at Choreo
Petaluma, CA, US31
