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RIA / WealthAdvisorCertified Financial Planner11 years in industry

RILEY STEVENS CROSBIE

Advisor at RILEY S. CROSBIE ADVISORY, LLC

LOGAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df456977-0424-3fbf-77fe-5a1883386f4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: Aug 3, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Riley Stevens Crosbie

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Riley Stevens Crosbie

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RILEY S. CROSBIE ADVISORY, LLC
Current firm class: bank affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 3, 2015
First registration: Aug 3, 2015
Dual registered: no
IAPD individual key: 6538869

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RILEY S. CROSBIE ADVISORY, LLC	Bank affiliated wealth	Jun 25, 2025	n/a	yes	LOGAN, UT	Current employment
ADAMS WEALTH ADVISORS	Independent wealth	Oct 10, 2017	Jun 10, 2025	no	LOGAN, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Nov 30, 2015	Oct 2, 2017	no	Logan, UT\|IDAHO FALLS, ID	Previous registration
BEACON FINANCIAL PLANNING, LLC	State registered	Aug 3, 2015	Nov 25, 2015	no	LOGAN, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADAMS WEALTH ADVISORS	RILEY S. CROSBIE ADVISORY, LLC	Jun 10, 2025	Jun 25, 2025	15	Firm change	RIA to RIA
ALLEGIS INVESTMENT ADVISORS, LLC	ADAMS WEALTH ADVISORS	Oct 2, 2017	Oct 10, 2017	8	Firm change	Other
BEACON FINANCIAL PLANNING, LLC	ALLEGIS INVESTMENT ADVISORS, LLC	Nov 25, 2015	Nov 30, 2015	5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157314:286087:ID:2017-10-02	Oct 2, 2017	Oct 10, 2017	IDAHO FALLS, ID	Firm change

Relationships

Registered with (4)

→ RILEY S. CROSBIE ADVISORY, LLCRegistered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ ADAMS WEALTH ADVISORSRegistered adviserregistration: previous registration
Oct 10, 2017 to Jun 10, 2025factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 30, 2015 to Oct 2, 2017factForm ADV
→ BEACON FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Aug 3, 2015 to Nov 25, 2015factForm ADV

Dated events

Occurred
Jun 10, 2025
Advisor changed firm
Riley Stevens Crosbie left Adams Wealth Advisors for Riley S. Crosbie Advisory, Llc (registered 2025-06-25)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df456977-0424-3fbf-77fe-5a1883386f4e
First observed: Aug 3, 2015
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RILEY STEVENS CROSBIE

Advisor at RILEY S. CROSBIE ADVISORY, LLC

LOGAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:df456977-0424-3fbf-77fe-5a1883386f4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RILEY S. CROSBIE ADVISORY, LLC

Bank affiliated wealth

Jun 25, 2025

n/a

yes

LOGAN, UT

Current employment

ADAMS WEALTH ADVISORS

Independent wealth

Oct 10, 2017

Jun 10, 2025

LOGAN, UT

Previous registration

ALLEGIS INVESTMENT ADVISORS, LLC

Former SEC adviser

Nov 30, 2015

Oct 2, 2017

Logan, UT|IDAHO FALLS, ID

Previous registration

BEACON FINANCIAL PLANNING, LLC

State registered

Aug 3, 2015

Nov 25, 2015

LOGAN, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ADAMS WEALTH ADVISORS

RILEY S. CROSBIE ADVISORY, LLC

Jun 10, 2025

Jun 25, 2025

Firm change

RIA to RIA

ALLEGIS INVESTMENT ADVISORS, LLC

ADAMS WEALTH ADVISORS

Oct 2, 2017

Oct 10, 2017

Firm change

Other

BEACON FINANCIAL PLANNING, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

Nov 25, 2015

Nov 30, 2015

Firm change

Other

Team

Left

Joined

From

Kind

157314:286087:ID:2017-10-02

Oct 2, 2017

Oct 10, 2017

IDAHO FALLS, ID

Firm change