DBA: LAWLEY RETIREMENT ADVISORS
| Total AUM | $2.13B |
| Discretionary | $98.1M5% of AUM |
| Non-Discretionary | $2.03B |
| Client Accounts | 178 |
| Avg Account Size | $12.0M |
| Employees | 12 |
| Peak AUM | $2.13BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +9.1% | +17.9% | +12.8% | |
| Discretionary AUM | |||||
| Total AUM | $2.13B |
| Discretionary | $98.1M |
| Employees | 12 |
| Client Accounts | 178 |
Address
361 DELAWARE AVENUE
BUFFALO NY 14202
Phone
716-849-8219
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$98M
4.6% of AUM
Non-Discretionary
$2.0B
95.4% of AUM
Disc. mix ▲ 3.0pp vs 1 year ago
| +20.4% /yrover 10 yrs · 29 filings |
Total AUM
$2.1B
| $98M |
| +215.5% |
| — |
| — |
| Non-Disc. AUM | $2.0B | +5.7% | +16.0% | +11.7% |
| Total Accounts | 178 | +9.2% | +9.1% | +9.9% |
| Avg Account Size | $12M | 0.1% | +8.0% | +2.6% |
| Employees | 12 | +9.1% | +33.9% | +11.4% |
| AUM / Employee | $178M | 0.0% | 12.0% | +1.2% |
Client AUM Segments | |||||
| Institutional AUM | $2.1B | +9.1% | +17.9% | +12.8% | |
Client Count Segments | |||||
| Institutional | 161 | +3.2% | +5.5% | +7.7% | |