Greenspring Advisors, LLC

Overview

Greenspring Advisors, LLC is an independent, SEC‑registered investment adviser formed in 2007 and organized as an LLC. It describes itself as a capital allocator that serves individual and family clients as well as institutional investors. The firm charges both percentage‑of‑AUM fees and fixed fees and offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Greenspring does not position itself as an active ESG investor and is not designated as a multistate adviser in the provided snapshot. Greenspring’s business model includes allocating to third‑party fund managers rather than relying solely on proprietary products; the firm identifies itself as a selector of other advisers and lists capital allocation among its capabilities. The firm has been recognized in industry lists, including placements in Financial Times’ Top 300 RIAs (2020) and several Forbes/FA Magazine RIA rankings in recent years (Forbes 2022, Forbes 2023, Forbes 2024; FA Magazine 2020).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices