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LAWLEY RETIREMENT ADVISORS

BUFFALO, NY · CRD 282786 · IAPD ↗ · lawleyretirement.com · 716-849-8219

$2.13BRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
December 2025 — LAWLEY RETIREMENT ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
37
April 2025 — LAWLEY RETIREMENT ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — LAWLEY RETIREMENT ADVISORS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — LAWLEY RETIREMENT ADVISORS reported RAUM up 28% ($1.30B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.