Helping People is the heart of what we do
There’s much that goes into managing wealth – all the planning and strategies, tools and technology – but what it simply comes down to is helping people pursue the goals they hold dear and work so hard to achieve. That’s certainly a job we take pride in doing, but we also know there’s more to your life than just money – and that’s where the planning really takes shape. Working in conjunction with you, and addressing every financial matter in a caring and careful manner, is how we can really make a difference in your life.
YOUR TEAM
Tulsa Office
USA Today 2024, 2025
The 2025 and 2024 rating, based on short-term AUM from 1/2022 to 1/2024 and long-term AUM from 2018-2024, was created by USA Today and tabulated by Statistica. It ranks registered investment advisory (RIA) firms on client and peer recommendations and AUM growth. Scissortail did not pay to participate in the rating process but did pay the licensing fee to market the recognition. This is not an endorsement by the listed entities.
https://www.statista.com/page/usa-today-best-financial-advisory-firms-2023
Newsweek, 2025
The 2025 rating was created by Newsweek and tabulated by Plant-A Insights Group, which analyzed over 15,000 SEC-registered financial advisories and scored them based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. Scissortail Wealth Management did not pay to participate in the rating process but did pay the licensing fee to market the recognition. This is not an endorsement by the listed entities. https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025
The 2024 ranking was created using historical Form ADV data provided by Discovery Data and analyzed through a series of proprietary filters and screens. These filters were designed to exclude firms that do not provide financial planning services and/or are controlled by banks or broker-dealers while identifying firms demonstrating growth in both assets and employees. The ranking process was independent through Citywire RIA. Scissortail Wealth Management did not pay to participate in the rating process but did pay the licensing fees to market their recognition. This ranking is not an endorsement by the listed entities. https://citywire.com/ria/news/50-growers-across-america-2024/a2448415
