Lawley Retirement Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 20, 2026, reports $2.1B in regulatory assets under management, 12 employees, 1 office, and 178 accounts.
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
161
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 20, 2026
Discretionary4.6%
$98M
5% of total RAUM4.6%
Non-discretionary95.4%
$2.0B
95% of total RAUM95.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts178
10Y AUM Change+$1.7B (+373.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee13:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.