The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

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