Paladin Research Report For:
Riley Crosbie
Adams Wealth Advisors
About Riley Crosbie
Adams Wealth Advisors is a full-service wealth management firm dedicated to providing personalized financial planning and investment strategies to individuals, families, and businesses. Since its founding in 2012 by Craig Adams, the firm has been built on a foundation of transparency, collaboration, and a client-first approach. With offices in Logan and St. George, Utah, Adams Wealth Advisors combines local expertise with a global perspective to deliver comprehensive financial solutions tailored to each client's unique goals.
At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER™ practitioners (CFPs®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.
We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.
What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.
Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.
At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.
Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.
General Information
Firm Start Year
- 2012
No. of Employees
- 10-19
automated call
- Yes
CRD#
- 6538869
Firm CRD#
- 286087
Name of Custodial Firm
- Fidelity, Schwab, etc.
States Licensed in
- UT, TX, AZ, CA, CO, FL, ID, MO, OR
Years of Experience in Financial Services
- 10
Number of Years with Current Firm
- 10
Work Experience
- President - Wealth Advisor | Adams Wealth Advisors
April 2022 - Present | Logan, UT
As President, Riley leads the strategic direction of Adams Wealth Advisors, overseeing a team of highly accredited professionals dedicated to delivering personalized, comprehensive wealth management services. He focuses on fostering client relationships, driving business growth, and maintaining the firm's commitment to excellence in financial planning.
Managing Director - Wealth Management |Adams Wealth Advisors
January 2022 - April 2022
In this role, Riley provided leadership and strategic oversight for the firm's wealth management operations. He worked closely with clients and the advisory team to develop tailored financial plans and ensure a seamless client experience.
Senior Advisor | Adams Wealth Advisors
January 2019 - January 2022 | Logan, UT
As a Senior Advisor, Riley delivered expert financial guidance to high-net-worth individuals and families. His work included developing long-term strategies, investment plans, and comprehensive retirement solutions to meet clients' unique needs.
Director of Financial Planning | Adams Wealth Advisors
January 2017 - January 2019 | Logan, UT
Riley led the firm's financial planning department, overseeing the creation and implementation of client-centric financial strategies. He ensured that each plan addressed investment, tax, and estate planning needs.
Work with the following types of clients
- Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
Foreign Languages Serviced
- Portugese
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Compliance
Registered Investment Advisor
- Yes
Registered Representative
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®, CPA, NSSA®
Securities Licenses
- Series 65
Firm Information
Firm's Number of Clients
- 600
Firm's Number of Planning Clients
- 600
Firm's Number of Managed Clients
- 600
Assets Managed by Firm
- $590,000,000
Advisor's Number of Clients
- 200
Advisor's Number of Managed Clients
- 200
Advisor's Number of Planning Clients
- 200
Assets Managed by Advisor
- $300,000,000
Compensation and Fees
Fee Structure
- Fee-Based
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Based on Assets
Fee % Based on Assets
- 2.0
Education
Bachelor's Degree - Accounting
Utah State University
09/03/2012 -06/02/2014
Masters of Accounting, Emphasis Personal Financial Planning - Accounting, Financial Planning
Utah State University
09/01/2014 -06/01/2015
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892190/paladinregistry-Adams-Wealth-Advisors-detailed-disclosure.html
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