Wealth manager, independent · Towson, MD
Greenspring Advisors, LLC
SEC-registered investment adviser · CRD 132669 · SEC 801-67570
At a glance
Greenspring Advisors, LLC is an SEC-registered investment adviser based in Towson, Maryland, with $6.5B in regulatory assets under management as of its Form ADV filed June 30, 2026. It reports 1,697 individual clients, 1,118 of them high-net-worth, holding an average of about $2.6 million each, and 68 employees. That ranks it 162nd among the nation’s 5,657 independent wealth management RIAs and 3rd of 104 in Maryland. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and ADP.
Main office 443-564-4600greenspringadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.5B
- Rank among independent wealth managers
- #162 of 5,657
- Rank among all SEC RIAs
- #1,781 of 17,210
- Rank in Maryland
- #3 of 104
- Individual clients
- 1,697
- High-net-worth clients
- 1,118
- Accounts
- 7,119
- Discretionary
- 100% of AUM
- Employees
- 68
- Advisory staff
- 39
- Offices
- 4
Owners and executives on its Form ADV
- John P. CollinsCEO, Partner
- Aaron M. TawilCOO, Partner and Chief Compliance Officer
- Michael E. GoodmanPresident, Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Greenspring Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,118 | $4.1B | 63% |
| Pension and profit sharing plans | 123 | $2.0B | 31% |
| Individuals | 579 | $253M | 4% |
| Charitable organizations | 13 | $62M | <1% |
| Corporations or other businesses | 4 | $33M | <1% |
Disciplinary disclosures
Greenspring Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗greenspringadvisors.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Maryland
All of Maryland →| Firm | Regulatory AUM | Clients |
|---|---|---|
| 1919 Investment Counsel, LLCBaltimore | $26B | 4,866 |
| D.F. Dent and Company, Inc.Baltimore | $7.9B | 1,011 |
| T. Rowe Price Advisory Services, Inc.Owings Mills | $5.9B | 13,517 |
| Pennington Partners & Co., LLCBethesda | $5.1B | 102 |
| Prosperity - AN Eisneramper CompanyOwings Mills | $5.0B | 2,369 |
| Heritage Investors Management CorpBethesda | $4.6B | 682 |
Background
Questions
How much does Greenspring Advisors, LLC manage?
Greenspring Advisors, LLC reports $6.5B in regulatory assets under management across 7,119 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
How many clients does Greenspring Advisors, LLC have?
It reports 1,697 individual clients: 1,118 high-net-worth individuals and 579 other individuals. Individuals account for about 67% of its regulatory assets.
Where is Greenspring Advisors, LLC headquartered?
Its main office is in Towson, Maryland. It reports 4 offices in total and 68 employees, 39 of whom perform investment advisory functions.
How does Greenspring Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Greenspring Advisors, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and ADP. On Schedule D of its Form ADV filed June 30, 2026, it reports these amounts held: Fidelity ($2.6B); Charles Schwab ($1.7B); ADP ($702M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Greenspring Advisors, LLC a hybrid RIA with a broker-dealer?
Greenspring Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Greenspring Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Greenspring Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Greenspring Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →