Riley S. Crosbie Advisory, LLC

EST. AUM
$118,881,531

CONTACTS

CLIENT ACCOUNTS
328

Firm Details

Metro area Salt Lake City
CRD Number 336507
Website crosbiefinancial.com
Client types

Overview

Riley S. Crosbie Advisory, LLC, doing business as Crosbie Financial, is an independent registered investment adviser headquartered in Logan, Utah. Founded by Riley Stevens Crosbie, CFP®, the firm operates under a strict fiduciary standard, serving high-income professionals, multi-generational families, and individuals preparing for retirement throughout Northern Utah. Crosbie Financial distinguishes itself through a “CPA-minded” advisory approach that integrates investment management with tax planning, estate strategy, savings optimization, and retirement income planning. By maintaining a low client-to-advisor ratio, the firm delivers highly personalized guidance through major financial transitions. Its investment philosophy emphasizes long-term strategic asset allocation, utilizing globally diversified portfolios primarily composed of low-cost ETFs and institutional mutual funds tailored to each client’s objectives and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Riley S. Crosbie Advisory, LLC

Platform Details

Investment Preferences

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Address

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