LAWLEY RETIREMENT ADVISORS
SEC RegisteredSecuring the financial future of employees and sustaining the trust of retirement plan sponsors.
About the firm
Lawley Retirement Advisors has over 100 years of combined financial services experience, with a team that has worked on both sides of the industry as provider and advisor. For more than two decades, their experienced partners and professionals have provided independent investment advice and financial counsel. They serve as retirement plan advisor across all plan types — 401(k), 403(b), 457 — and industries.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary support, plan design solutions, comprehensive fee review, investment selection, compliance and operations guidance (including ERISA compliance), participant engagement, financial wellness programs, consulting solutions, and RFP services.
Who they serve
Retirement plan sponsors and their employees across all plan types (401(k), 403(b), 457) and industries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 161 | $2.1B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAWLEY RETIREMENT ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.