Greenspring Advisors, LLC

RIASEC RegisteredEst. 2007
Total AUM
$6.5B
Discretionary
$6.5B
100% of AUM
Avg account
$908K
Accounts
7,119
Employees
68
Advisory reps
43

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 and operates as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting work, and the selection of external advisers. Its fee model combines percentage-of-assets and fixed-fee arrangements. Greenspring is not positioned as an ESG-focused allocator. The firm has been recognized in industry rankings, including placements on Financial Times’ Top 300 RIA firms (2020) and multiple listings by FA Magazine and Forbes (2020, 2022, 2023, 2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 6%, State & Local Bonds 3%, Cash & Cash Equivalents 3%, US Government Bonds 2%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities6%
  • State & Local Bonds3%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Owners & executives

2 of 2
  • Aaron Tawil

    Aaron Tawil

    Chief Operating Officer and Chief Compliance OfficerCRD 2093634

  • Michael Goodman

    Michael Goodman

    President & Chief Strategy OfficerCRD 2747956

Contacts

3 of 41
  • Andrew Crosby

    Andrew Crosby

    Partner and Senior Financial AdvisorCRD 6249274

  • Timothy Decker

    Timothy Decker

    Partner, Managing DirectorCRD 1911586

  • Kristina Groff

    Kristina Groff

    Senior Financial AdvisorCRD 6742267

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 170

Active vs passive

$1.5B in ETFs

Passive

28%

$415M

Active

71%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$519M13,364,54034.63%
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Location

Primary office

Towson, MD

Baltimore

Location

Towson, MD

Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
1 W Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth