Choreo buys Illinois RIA Resource Financial Group
Choreo has taken over “substantially all” of the assets of Resource Financial Group (RFG), an RIA headquartered in Wilmette, Illinois.
RFG holds about $700m in assets under management as of 30 April 2026.
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It is headed by Peter Maris, founding partner, and Brian Pugal, partner.
The firm’s client service operations are handled by a six-member team under Alexandra Moise.
Maris said: “Our entire team is excited to join Choreo. Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we’ll have more resources and consistency behind our processes, which means a smoother experience for them.”
The advisory business focuses largely on closely held business owners and families, assisting with ownership transitions, liquidity planning and retirement matters.
The work is supported by CPAs, estate lawyers and insurance specialists.
Maris started in financial services in the personal finance division of a major Chicago bank and later worked as a tax planner. Prior to establishing RFG in 1996, he was a financial adviser with American Express Financial Advisors.
Pugal became part of RFG in 2002.
Choreo CEO Jason Van de Loo said: “Peter and Brian have built a terrific business and earned deep trust by helping clients connect business planning with retirement and succession to preserve wealth.
“The firm’s work with closely held businesses in the Chicago area and beyond strengthens our ability to support teams that do complex planning work for builders of these kinds of unique enterprises and companies around the country.”
The deal adds to a run of transactions by Choreo.
Earlier this year, the company bought the assets of Northeast Financial Group, Herbein Financial Group and Insight Wealth Strategies. In total, Choreo has brought in roughly $2bn in assets under management during 2026.
The business traces its origins to more than two decades ago, when it was set up as part of one of the country’s largest CPA and professional services organisations.
As of 31 December 2025, it worked with more than 7,000 clients and had about $28.6bn in assets under management and advisement.
