Advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Location
Providence, UT
Credentials
CFP®, Series 65
Industry experience
10 years
Riley Crosbie is a CFP® with 10 years of industry experience, currently leading Riley S. Crosbie Advisory, LLC dba Crosbie Financial. Prior to founding his firm in 2025, he worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. He is the owner of CacheTech, a technology company that supports RIAs. Crosbie Financial primarily manages pooled and institutional-style accounts, providing ongoing portfolio management alongside financial planning. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing long-term trading strategies across a range of securities, and maintains an explicit affiliation with the insurance industry through a licensed insurance agent within the firm.
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 1.33% annually $3,000,001 - $5,000,000: 1.20% annually $5,000,001 - $7,000,000: 1.00% annually $7,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.60% annually
Commissions received from sale of insurance products; not primary source of compensation.
Providence, UT
Texas · Utah
Riley S Crosbie Advisory, LLC
2025 - Present (1 year)
Adams Wealth Management, LLC
2017 - 2025 (8 years)
Allegis Investment Advisors
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
Providence, UT
Connect Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")