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- Custodian
- Merrill Lynch · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-05-1963
- Office Locations
- 1
Office Locations
About Romano Brothers AND Company
Romano Wealth (Romano Brothers and Company) is an Evanston, IL-based advisor serving retail and institutional clients with financial planning, portfolio construction, and discretionary asset management, including estate and insurance planning. Portfolios emphasize diversified, ETF-based allocations complemented by mutual funds and fixed income (including municipals). Established in 1963, the firm highlights long-tenured continuity and publishes regular client newsletters.
Reported data analysis
What the numbers show
Between October 28, 2025 and February 19, 2026, reported AUM increased 10.9%, from $1.4B to $1.5B.
Across 5 reported observations, AUM increased 22.8% between September 13, 2022 and February 19, 2026, from $1.3B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 969 clients, or 107.7 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 62 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Romano Brothers AND Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH RICHARDVIKTORY ROMANO
Financial Advisor, General Partner, President
- CRD
- #2659164
- Ownership
- 50% but less than 75%
RICHARD CONSTANTINO ROMANO
Chairman
- CRD
- #403390
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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DEBORAH LEWIN CROSS
Investment Advisor
- CRD
- #4659319
OMAR HAQ
Operations Manager
- CRD
- #4859802
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,539,768,041 | $740,986 |
| Non-Discretionary | $0 | -- |
| Total | $1,539,768,041 | $740,986 |
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Separately Managed Accounts
SMA allocation detail is available
Romano Brothers AND Company has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Romano Brothers AND Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.