Greenspring Advisors, LLC

RIASEC Registered

Total AUM

$6.5B

Discretionary

$6.5B

100% of AUM

Avg account

$908K

Accounts

7,119

Employees

Advisory reps

Firm details

Headquarters: Towson, Maryland
CRD number: 132669
Registered since: February 22, 2007
Website: www.greenspringadvisors.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.19%
Pension & Profit Sharing Plans31.43%
Individuals3.92%
Charitable Organizations0.95%
Corporations / Businesses0.51%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Greenspring Advisors, LLC is an independent registered investment adviser that has been SEC registered since 2007. The firm serves both individual/family and institutional clients and operates as a capital allocator, directing client capital into third-party managers in addition to managing public investments directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and the selection of other advisers. Fee arrangements include percentage-of-AUM and fixed fees. Greenspring has received industry recognition over the past several years, including placements on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and multiple Forbes lists in 2022–2024.