Choreo Launches Alliance Program For CPAs And Financial Advisors

Choreo Will Provide Revenue-Sharing Compensation To Participating CPA Firms

Chris Latham, Managing Editor, Wealth Solutions Report

Chicago-based Choreo launched its Choreo Partner Alliance program, which enables CPAs to engage in revenue sharing and partner with Choreo advisors. Participating CPAs can access tax-efficient estate planning, business exit-planning and investment solutions as well as Choreo’s marketing, thought leadership and technology platforms.

The alliance also aims to help CPAs and advisors generate tax alpha while maintaining tax-aware beta exposure for clients, produce multigenerational strategies for families and monitor third-party activities for clients with multiple investment advisors.

Larry Miles, CEO, Choreo

“The Choreo Partner Alliance involves building integrated relationships with CPAs and working hard together to deliver great outcomes for our mutual clients,” said Choreo CEO Larry Miles. “As part of that joint effort, Choreo will provide revenue sharing compensation to participating CPA firms, and while we’re choosing not to make those details public, I can assure you that the numbers are very competitive with other revenue sharing programs across the industry.”

Cherry Bekaert Advisory LLC and Greer Walker LLP, two tax and accounting firms that recently forged strategic partnerships with Choreo, will be among the initial participants in the alliance program. Early this year, Choreo completed the acquisitions of Charlotte, North Carolina-based GreerWalker Wealth, Raleigh, North Carolina-based Cherry Bekaert Wealth Management, and Petaluma, California-based Enso Wealth Management. The deals brought on over $3 billion in assets.

In February 2022, Choreo’s management team, a group of its advisors and private equity firm Parthenon Capital bought the company from CPA firm RSM US LLP, launching it as a separate firm and adopting the Choreo brand. As of April, Choreo served more than 6,000 families with approximately $14.8 billion of assets under management or advisement.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at

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