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RIA comparison · SEC Form ADV

Choreo, LLC vs Comprehensive Financial Management LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Choreo, LLC is the larger of the two, with $19B in regulatory assets to $19B at Comprehensive Financial Management LLC, 3% more than its rival, by their latest Form ADV filings. Choreo, LLC reports more individual clients (6,794 vs 13), while Comprehensive Financial Management LLC’s clients hold more on average (about $1.3B each against $2.6 million). Choreo, LLC is based in Rockford, Illinois and Comprehensive Financial Management LLC in LOS Gatos, California.

FigureChoreo, LLCComprehensive Financial Management LLC
Regulatory AUM$19B$19B
National rank#50#52
HeadquartersRockford, IllinoisLOS Gatos, California
Individual clients6,79413
High-net-worth clients4,39213
Average client assets$2.6 million$1.3B
Accounts24,99930
Discretionary89% of AUM100% of AUM
Employees23238
Advisory staff9715
Clients per advisory employee701
Offices341
Form ADV filed2026-09-302026-03-31

Choreo, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Comprehensive Financial Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • Hourly charges
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, Choreo, LLC or Comprehensive Financial Management LLC?

Choreo, LLC, with $19B in regulatory assets under management against $19B at Comprehensive Financial Management LLC. Nationally they rank #50 and #52 among 5,657 independent wealth management RIAs.

How many clients do Choreo, LLC and Comprehensive Financial Management LLC have?

Choreo, LLC reports 6,794 individual clients (4,392 high-net-worth) with 97 advisory employees; Comprehensive Financial Management LLC reports 13 (13 high-net-worth) with 15 advisory employees.

How do Choreo, LLC and Comprehensive Financial Management LLC charge clients?

Only Choreo, LLC lists a percentage of assets under management on Form ADV. Only Comprehensive Financial Management LLC lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Choreo, LLC and Comprehensive Financial Management LLC offer?

Choreo, LLC lists pension consulting; other services, which Comprehensive Financial Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Choreo, LLC ↗, Comprehensive Financial Management LLC ↗. How to check a financial advisor →