A complete list of active advisors currently associated with Riley S. Crosbie Advisory, LLC

Warmer can help you find a great advisor at Riley S. Crosbie Advisory, LLC or one who fits your needs even better.

Riley S. Crosbie Advisory, LLC dba Crosbie Financial provides ongoing portfolio management and integrated financial planning to individual clients, including high-net-worth individuals, tailoring Investment Policy Statements to each client's goals, time horizon and risk tolerance. The firm offers both discretionary and non-discretionary management and reports accounts through a custodian on a monthly basis. The firm constructs model-based, long-term allocations using cyclical, fundamental, modern portfolio theory and quantitative analysis across mutual funds, equities, fixed income, ETFs, annuities and Treasury inflation‑protected securities. Portfolio monitoring and trade execution are supported by CacheTech Advisor Solutions under the firm’s direction, and the firm documents client-imposed restrictions and conducts at least annual reviews. What distinguishes the firm from many peers is the principal’s ownership interest in an SEC‑registered adviser that provides trading and portfolio support, and the principal’s active role as a licensed insurance agent — both relationships are disclosed and identified as potential conflicts of interest that the firm seeks to manage. The firm also recently transitioned to SEC registration and uses Schwab Institutional custody and related third‑party services, with standing transfer authorizations and the SEC’s seven‑step safeguards in place for transfers.

To learn more about the advisors currently working at Riley S. Crosbie Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.