The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

48. Lee Financial

Lee Financial, based in Dallas, TX, is ranked No. 48 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.2B

Years in Business: 46

Accounts Under Management: 400

Previous appearances on FA 100 List: 2 (No. 65 in 2020)


Richard Lee Jr., Founder & Chief Executive Officer

Christina Williams, President


8350 N. Central Expressway, Suite 1800, Dallas, TX 75206

(972) 960-1001