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Private Wealth Daily
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The Lean 100 · 2026 edition
No.85
Rooted Wealth Advisors logo

Rooted Wealth Advisors

Bourbonnais, IL · Firm website

83%AUM growth, 2024 to 2026
$409MAUM in the 2026 filing
112%client growth
22people at the firm

AUM by filing

$163M2023
$223M2024
$318M2025
$409M2026

Clients by filing

6072023
7782024
1,4252025
1,6522026

Key people

  • Matthew GiggeyChief Compliance OfficerOwner · 1 year at the firm
  • Zachary GrayFounderOwner · 5 years at the firm
    in
  • Jenna GrayVice PresidentOwner · 3 years at the firm
  • John Savarino
    John SavarinoDirector of Advisory ServicesOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth83%104%
  • Client growth112%43%
  • People227
  • AUM per person$18.6M$49.7M

Rank by measure

  • Official rankNo. 8583%
  • Client growthNo. 11112%
  • AUM added per personNo. 99$8.4M
  • AUM per personNo. 97$18.6M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.

← No. 84 Covenant Wealth AdvisorsNo. 86 Costello Asset Management →
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Rooted Wealth Advisors: No. 85 on The Lean 100 (2026) — Private Wealth Daily