This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing