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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.29
Oath Planning logo

Oath Planning

Tulsa, OK · Firm website

131%AUM growth, 2024 to 2026
$285MAUM in the 2026 filing
81%client growth
8people at the firm

AUM by filing

$103M2023
$123M2024
$201M2025
$285M2026

Clients by filing

2352023
2782024
3942025
5022026

Key people

  • Rod YancyFounder and CEOOwner · 8 years at the firm
    in
  • Rachel ReinkeManaging Attorney5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth131%104%
  • Client growth81%43%
  • People87
  • AUM per person$35.6M$49.7M

Rank by measure

  • Official rankNo. 29131%
  • Client growthNo. 2481%
  • AUM added per personNo. 72$20.1M
  • AUM per personNo. 76$35.6M
← No. 28 ARQ Wealth AdvisorsNo. 30 Stenger Family Office →
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Oath Planning: No. 29 on The Lean 100 (2026) — Private Wealth Daily