About Greenspring Advisors
<p>Founded in 2004, Greenspring Advisors is a fee-only registered investment advisor (RIA) that works with retirement plan fiduciaries alongside private investors and nonprofits such as foundations and endowments. The firm does not take commissions from third parties and acts as a fiduciary.</p> <p>Headquartered in Towson in the Baltimore metro area, Greenspring has additional offices in Paramus (North Jersey), New York City, and Lancaster in south-central Pennsylvania. With 58 employees, the team supports clients across the Mid-Atlantic and the New York metro region.</p> <p>For employer plans, Greenspring provides formal fiduciary support as both a 3(21) investment fiduciary and a 3(38) investment manager. Plan sponsors often use the firm for 401(k) investment oversight, ERISA-related support, financial wellness programs, and investment planning.</p> <p>One differentiator is the firm’s fee-only model paired with hands-on fiduciary roles (3(21) and 3(38)), which gives plan committees a clear structure for delegating investment responsibilities.</p> <ul> <li>Fee-only RIA; no third-party commissions</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>401(k) investment oversight and plan management support</li> <li>ERISA compliance support and financial wellness programs</li> <li>Financial planning and wealth management for individuals and nonprofits</li> </ul>
Website: https://greenspringadvisors.com/
Founded: 2004
Employees: 58
Office Locations
- Towson, MD (Headquarters)
- Paramus, NJ
- New York, NY
- Lancaster, PA
Accreditations & Certifications
- CFP®
Services Offered
- 3(38) Investment Manager
- 3(21) Investment Advisor
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AARP EMPLOYEES' PENSION PLAN | AARP, DC | $1.6B | 2,180 |
| WILLSCOT 401(K) PLAN | WILLIAMS SCOTSMAN, INC., AZ | $285M | 4,188 |
| THE 401(K) PLAN | PENTEGRA SERVICES, INC, NY | $192M | 9,164 |
| FINTHRIVE 401(K) PLAN | FINTHRIVE, TX | $184M | 1,488 |
| PROGENY SYSTEMS, LLC 401(K) PLAN | GENERAL DYNAMICS CORPORATION, VA | $161M | 603 |
| OCTO CONSULTING GROUP 401(K) PLAN | OCTO CONSULTING GROUP LLC, VA | $135M | 1,560 |
| DS SMITH NORTH AMERICA 401K PLAN | DS SMITH NORTH AMERICA, GA | $124M | 1,634 |
| SHULMAN ROGERS, P.A. RETIREMENT PLAN | SHULMAN ROGERS, P.A., MD | $116M | 208 |
| BONTERRA 401(K) PLAN | BONTERRA, LLC, TX | $98M | 927 |
| PRGX 401(K) PLAN | PRGX USA, INC., GA | $96M | 411 |
| TACONIC BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | TACONIC BIOSCIENCES, INC., NY | $86M | 502 |
| SAVISTA 401(K) PLAN | SAVISTA, LLC, GA | $81M | 1,405 |
| LIVE CASINO 401(K) PLAN | PPE CASINO RESORTS MARYLAND LLC, MD | $81M | 4,617 |
| WORLD MARKET 401(K) PLAN | WORLD MARKET, LLC, CA | $79M | 6,138 |
| RAND WORLDWIDE 401(K) PLAN | RAND WORLDWIDE SUBSIDIARY, INC., MD | $77M | 396 |
| THE PSMC COMPANIES 401(K) AND PROFIT SHARING PLAN | MORRIS & RITCHIE ASSOCIATES, INC., MD | $71M | 848 |
| CHIMES INTERNATIONAL LIMITED 403(B) PLAN | CHIMES INTERNATIONAL LIMITED, MD | $63M | 3,273 |
| ANNE ARUNDEL DERMATOLOGY, P.A., PROFIT SHARING PLAN | ANNE ARUNDEL DERMATOLOGY, P.A., MD | $62M | 1,619 |
| R.S. HUGHES COMPANY, INC. 401(K) PLAN | R.S. HUGHES COMPANY, INC., CA | $62M | 585 |
| TESSCO TECHNOLOGIES INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | TESSCO TECHNOLOGIES INCORPORATED, MD | $59M | 422 |
Showing top 20 of 109 plans serviced in 2024.
Team Members
- Justin Brown, Director of Investments, CFA®
- Alexander Buchholz, Investment Associate, MBA, AAMS®
- Mickey Bueno, Financial Advisor
- Angela Carne, Senior Private Client Service Specialist
- Jacob Carson, Institutional Client Service Specialist, AIF®
- Brant Cavagnaro, Partner & Senior Financial Advisor, CFA, CFP®, ECA
- Matthew R Cellini, Partner & Practice Lead, AIF®
- Amber Cofield, Investment Operations Associate
- J Patrick Collins Jr, Partner & CEO, CFP®, EA
- Tim Daly, Senior Analyst, CPA, CFP®