ROMANO BROTHERS AND COMPANY
Legal name: ROMANO WEALTH MANAGEMENT
CRD #3215 SEC #801-27061 EVANSTON, IL 847-866-7700
SEC Registered Broker-Dealer
Total AUM
$1.4B
Discretionary
$1.4B
Employees
16
Clients
26
Accounts
2,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.4B | $1.4B | $0 | 16 | 0 |
| Sep 2025 | $1.4B | $1.4B | $0 | 16 | 0 |
| Jan 2025 | $1.4B | $1.4B | $0 | 16 | 0 |
| Oct 2024 | $1.2B | $1.2B | $0 | 15 | 0 |
| Jan 2024 | $1.2B | $1.2B | $0 | 15 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Feb 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Feb 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Jan 2023 | $1.1B | $1.1B | $0 | 15 | 0 |
| Sep 2022 | $1.3B | $1.3B | $0 | 15 | 0 |
| May 2022 | $1.3B | $1.3B | $0 | 15 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 15 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 15 | 0 |
| Dec 2021 | $1.1B | $1.1B | $0 | 15 | 0 |
| Feb 2021 | $1.1B | $1.1B | $0 | 15 | 0 |
| May 2020 | $987.9M | $987.9M | $0 | 15 | 0 |
| Feb 2020 | $987.9M | $987.9M | $0 | 15 | 0 |
| Sep 2019 | $860M | $860M | $0 | 17 | 0 |
| Mar 2019 | $860M | $860M | $0 | 17 | 0 |
| Oct 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Oct 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Sep 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Jul 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Jun 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Mar 2018 | $889.3M | $889.3M | $0 | 17 | 0 |
| Mar 2017 | $762.8M | $762.8M | $0 | 16 | 600 |
| Oct 2016 | $757.7M | $757.7M | $0 | 16 | 600 |
| Apr 2016 | $956.7M | $679.3M | $277.4M | 17 | 1,200 |
| Mar 2015 | $980.5M | $688.1M | $292.4M | 16 | 1,200 |
| Mar 2014 | $944.2M | $639.8M | $304.4M | 17 | 1,200 |
| Jun 2013 | $916.8M | $603.4M | $313.4M | 17 | 1,200 |
| Jun 2012 | $852.8M | $531M | $321.8M | 11 | 1,100 |
| May 2012 | $852.8M | $531M | $321.8M | 11 | 1,100 |
| Mar 2012 | $867.2M | $526M | $341.2M | 11 | 1,100 |
| Jul 2011 | $867.2M | $526M | $341.2M | -- | -- |
| Apr 2011 | $867.2M | $526M | $341.2M | -- | -- |
| Mar 2011 | $867.2M | $526M | $341.2M | -- | -- |
| Aug 2010 | $478.3M | $478.3M | $0 | -- | -- |
| Jun 2010 | $368.9M | $368.9M | $0 | -- | -- |
| Mar 2009 | $373.2M | $373.2M | $0 | -- | -- |
| Dec 2007 | $823M | $434.2M | $388.8M | -- | -- |
| Jan 2007 | $788.3M | $390.4M | $397.9M | -- | -- |
| Dec 2005 | $364.2M | $344.6M | $19.6M | 10 | -- |
| Jan 2004 | $245.1M | $226.2M | $18.9M | 10 | -- |
DateOct 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateJan 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateFeb 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees15
Clients0
DateDec 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateFeb 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$987.9M
Discretionary$987.9M
Non-Disc.$0
Employees15
Clients0
DateFeb 2020
Total AUM$987.9M
Discretionary$987.9M
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$860M
Discretionary$860M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateSep 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateJul 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$889.3M
Discretionary$889.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$762.8M
Discretionary$762.8M
Non-Disc.$0
Employees16
Clients600
DateOct 2016
Total AUM$757.7M
Discretionary$757.7M
Non-Disc.$0
Employees16
Clients600
DateApr 2016
Total AUM$956.7M
Discretionary$679.3M
Non-Disc.$277.4M
Employees17
Clients1,200
DateMar 2015
Total AUM$980.5M
Discretionary$688.1M
Non-Disc.$292.4M
Employees16
Clients1,200
DateMar 2014
Total AUM$944.2M
Discretionary$639.8M
Non-Disc.$304.4M
Employees17
Clients1,200
DateJun 2013
Total AUM$916.8M
Discretionary$603.4M
Non-Disc.$313.4M
Employees17
Clients1,200
DateJun 2012
Total AUM$852.8M
Discretionary$531M
Non-Disc.$321.8M
Employees11
Clients1,100
DateMay 2012
Total AUM$852.8M
Discretionary$531M
Non-Disc.$321.8M
Employees11
Clients1,100
DateMar 2012
Total AUM$867.2M
Discretionary$526M
Non-Disc.$341.2M
Employees11
Clients1,100
DateJul 2011
Total AUM$867.2M
Discretionary$526M
Non-Disc.$341.2M
Employees--
Clients--
DateApr 2011
Total AUM$867.2M
Discretionary$526M
Non-Disc.$341.2M
Employees--
Clients--
DateMar 2011
Total AUM$867.2M
Discretionary$526M
Non-Disc.$341.2M
Employees--
Clients--
DateAug 2010
Total AUM$478.3M
Discretionary$478.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$368.9M
Discretionary$368.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$823M
Discretionary$434.2M
Non-Disc.$388.8M
Employees--
Clients--
DateJan 2007
Total AUM$788.3M
Discretionary$390.4M
Non-Disc.$397.9M
Employees--
Clients--
DateDec 2005
Total AUM$364.2M
Discretionary$344.6M
Non-Disc.$19.6M
Employees10
Clients--
DateJan 2004
Total AUM$245.1M
Discretionary$226.2M
Non-Disc.$18.9M
Employees10
Clients--