Choreo Acquires Chicago-Area RIA Resource Financial Group, Adding $700M in Assets

Choreo LLC said July 8 it has acquired substantially all the assets of Resource Financial Group, a Wilmette, Illinois-based registered investment adviser with approximately $700 million in assets under management as of April 30, 2026.

Resource Financial Group is led by founding partner Peter M. Maris and partner Brian Pugal, and supported by a six-person client service team led by Alexandra Moise. The firm works primarily with closely held business owners and families on business transitions, liquidity events, and retirement planning, coordinating with CPAs, estate attorneys, and insurance professionals.

“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,” said Jason Van de Loo, chief executive officer of Choreo. “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.”

Maris founded Resource Financial Group in 1996 after working as a financial adviser with American Express Financial Advisors; Pugal joined the firm in 2002. Both hold Master of Business Administration degrees from Loyola Chicago’s Quinlan School of Business, and Maris said that the firm’s team was drawn to the additional resources Choreo would bring to its existing client service model.

The acquisition extends a run of deals for Choreo this year. In January, the firm agreed to acquire the assets of Northeast Financial Group and Herbein Financial Group, two Pennsylvania-based RIAs with a combined $1.3 billion in client assets. Choreo has also acquired Insight Wealth Strategies this year. Altogether, the firm said it has added approximately $2 billion in assets under management in 2026.

Turkey Hill Management advised Resource Financial Group on the transaction. Choreo, which was spun out from accounting firm RSM in 2022, said it now serves more than 7,000 clients with approximately $28.6 billion in assets under management and advisement as of Dec. 31, 2025.

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