Riley S. Crosbie Advisory, LLC: new SEC registration, $119M AUM, Logan, UT
Riley S. Crosbie Advisory, LLC (Logan, Utah): new SEC registration, $119M AUM, Logan, UT. Its amount of 119 is below the median of 134 (38th percentile). Dated 174 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Riley S. Crosbie Advisory, LLC |
| Legal name | Riley S. Crosbie Advisory, LLC |
| CRD | 336507 |
| Status | Approved |
| Registered with the SEC | 2026-05-15 |
| Latest Form ADV filing | 2026-06-09 |
| Location | Logan, UT, United States |
| Regulatory AUM | $118,881,531 |
| Accounts | 328 |
| Employees | 3 |
| Website | https://www.linkedin.com/in/riley-s-crosbie-cfp%C2%AE-cpa-00b91893 |
| amount percentile | 38th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Riley S. Crosbie Advisory, LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Riley S. Crosbie Advisory, LLC's amount: 38th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Riley S. Crosbie Advisory, LLC in Logan, Utah?
Riley S. Crosbie Advisory, LLC received SEC registration as an investment adviser (2026-05-15) with $118,881,531 in regulatory assets under management, based in Logan, UT.
How does Riley S. Crosbie Advisory, LLC compare to other Utah NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 174 days old; check the official source for later updates before acting.
Riley S. Crosbie Advisory, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Riley S. Crosbie Advisory, LLC | Logan, UT | 119 | 38th | 2026-05-15 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.