LOWERY THOMAS, LLC
SEC RegisteredWhere Behavioral Finance Meets Wealth Management
About the firm
Lowery Thomas is an independent Registered Investment Advisory firm with decades of success advising high net worth individuals and their families. Their customized investment and financial plans are flexible to adapt to changes in economic conditions and are monitored closely to ensure the plans fit as life circumstances and goals change. The firm was named one of the Top Fee-Only Wealth Management Firms in the United States by CNBC, ranking #47 in the US, #6 in California, and #3 in the San Francisco Bay Area.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Advisory, Wealth Management, Comprehensive Financial Planning, Retirement Planning, and Employee Stock Options
Who they serve
High net worth individuals and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $31M |
| High Net Worth Individuals | 97 | $350M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LOWERY THOMAS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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