LAWLEY RETIREMENT ADVISORS

Legal name: LAWLEY RETIREMENT ADVISORS, LLC

CRD 282786File 801-107260

APPROVED

Filing as of Jul 8, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.13B

Top 25% of cohort (national)

Discretionary AUM

$98.1M

Non-discretionary $2.03B

Clients

161

178 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 24, 2016
Principal office: 361 DELAWARE AVENUE, BUFFALO, NY, 14202
Phone: 716-849-8219
Website: HTTP://WWW.LAWLEYRETIREMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.13B
Discretionary AUM: $98.1M
Non-discretionary AUM: $2.03B
Discretionary accounts: 6
Non-discretionary accounts: 172
Total accounts: 178
AUM per client: $13.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pension and profit sharing plans	161	$2.13B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	11	12	increased by1
Apr 1, 2026	Clients	156	161	increased by5
Apr 1, 2026	AUM	$1,953,102,169	$2,130,067,484	increased by$176,965,315
Apr 1, 2026	Accounts	163	178	increased by15
May 1, 2025 vs Oct 1, 2022	Employees	5	11	increased by6
May 1, 2025 vs Oct 1, 2022	Clients	134	156	increased by22
May 1, 2025 vs Oct 1, 2022	AUM	$1,442,560,144	$1,953,102,169	increased by$510,542,025
May 1, 2025 vs Oct 1, 2022	Accounts	134	163	increased by29
Jun 1, 2022	Employees	6	5	decreased by1
Apr 1, 2022	Employees	7	6	decreased by1
Apr 1, 2022	Clients	111	134	increased by23
Apr 1, 2022	AUM	$1,168,929,946	$1,442,560,144	increased by$273,630,198
Apr 1, 2022	Accounts	111	134	increased by23
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LAWLEY RETIREMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAWLEY RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.