RIA Intel›Advisers›Florida›LOWRY, DANIEL, GERARD

LOWRY, DANIEL, GERARD

Advisory

FL

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in FL
#1,830
of 2,610 advisers by AUM
Average account
$497K
across 62 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InFL, MA, NH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

GEEK ADVISORS, INC.
BOCA RATON, FL
$31M
-15.0% 1Y
LAMPOST FINANCIAL, INC.
BOCA RATON, FL
$31M
IPLAN, LLC
WINTER HAVEN, FL
$31M
FINANCIAL ONE, INC.
$31M
-0.7% 1Y
CAPITAL INVESTMENT ADVISORS, INC
VERO BEACH, FL
$31M
0.0% 1Y
HURLEY WEALTH MANAGEMENT GROUP, INC
OAKLAND, FL
$31M

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