Romano Wealth Management

Romano Wealth Management (CRD# 3215) is a financial advisory firm headquartered in Evanston, IL. They manage $956,700,000 in 2,205 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    957
    MILLION
  • Total Number of Accounts
    2,205
    ACCOUNTS
  • Average Account Value
    $433,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MN, NC, TX, WI

Financial Advisors at Romano Wealth Management
Showing 1 - 10 of 12 top financial advisors.
1
Eric A. Bederman
CRD#: 2074318
1560 Sherman Avenue, Ste 1300, Evanston, IL 60201
93
Wealthminder
score

Eric Bederman (CRD# 2074318) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 25 years of experience in the finance industry.

2
Deborah L. Cross
CRD#: 4659319
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Deborah Cross (CRD# 4659319) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 14 years of experience in the finance industry.

3
Laura T. Daly
CRD#: 4185116
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Laura Daly (CRD# 4185116) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 17 years of experience in the finance industry.

4
Douglas N. Geisser
CRD#: 1137506
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Douglas Geisser (CRD# 1137506) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 32 years of experience in the finance industry.

5
Richard A. Hemwall
CRD#: 1677518
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Richard Hemwall (CRD# 1677518) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 30 years of experience in the finance industry.

6
Brett P. Larson
CRD#: 4620646
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Brett Larson (CRD# 4620646) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 14 years of experience in the finance industry.

7
Joseph R. Romano
CRD#: 2659164
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Joseph Romano (CRD# 2659164) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 22 years of experience in the finance industry.

8
Peter Hemwall
CRD#: 5972002
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
90
Wealthminder
score

Peter Hemwall (CRD# 5972002) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 6 years of experience in the finance industry.

9
Holly C. Nanos
CRD#: 5785190
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
90
Wealthminder
score

Holly Nanos (CRD# 5785190) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 5 years of experience in the finance industry.

10
Valerie Romano
CRD#: 6544905
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
90
Wealthminder
score

Valerie Romano (CRD# 6544905) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.