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Home·Deals·Registered Investment Advisors·Choreo acquires Northeast Financial Group
SEO URLwww.firestrike.ai/deals/northeast-financial-group-choreo-acquisition-2026-2
acquisitionAnnounced · Jan 22, 2026Registered Investment AdvisorsSource · CredibleArticle · Factual
Northeast Financial Group
Choreo
Northeast Financial Group · Choreo

Choreo acquires Northeast Financial Group

David Najork
David Najork · Founding Software Engineer
Published · Updated · 1 min read
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Deal value
$1.3B
Target
Northeast Financial Group
Northeast Financial Group
Allentown, Pennsylvania
Acquirer
Choreo
Choreo
Full Acquisition
Status
Completed

Choreo agreed to acquire Northeast Financial Group. Reported deal value: $1.3B. Status: Completed. Sector: Registered Investment Advisors. Target headquarters context: Allentown, Pennsylvania, United States.

This page summarizes publicly available information about the transaction as of 2026-01-22. Figures and status may change as filings and press coverage update.

January 22, 2026, 8:49 am Chicago - based RIA Choreo has agreed to acquire Allentown , Pennsylvania - based wealth management firm Northeast Financial Group and Reading, Pennsylvania - based Herbein Financial Group , RIAs that oversee $1.3 billion in combined client assets

Deal timeline

Announced
Jan 22, 2026 · wealthsolutionsreport.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in Registered Investment Advisors with a reported deal value of $1.3B. Figures and status may change as sources update.

Sources: wealthsolutionsreport.com · Primary article · FireStrike proprietary index