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LAWLEY RETIREMENT ADVISORS
Legal name: LAWLEY RETIREMENT ADVISORS, LLC
CRD 282786File 801-107260
APPROVED
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.13B
Top 25% of cohort (national)
Discretionary AUM
$98.1M
Non-discretionary $2.03B
Clients
161
178 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.