GREENSPRING ADVISORS, LLC

RIASEC RegisteredEst. 2007

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 organized as an LLC and registered with the SEC in 2007. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party managers. Fees are charged as a percentage of assets under management and, in some engagements, via fixed fees. Greenspring does not characterize itself as an active ESG investor and reports working through third‑party managers when allocating to alternative strategies. Greenspring has been recognized in industry rankings, appearing in lists such as Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and on Forbes’ RIA lists in 2022, 2023 and 2024.