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(21) Investment Advisor
- 3(38) Investment Manager
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 |
| 401(k) Retirement Plan | Healthcare Sponsor, VA | $135M | 1,560 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $124M | 1,634 |
| 401(k) Retirement Plan | Professional Services Sponsor, MD | $116M | 208 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $98M | 927 |
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Subscribe TodayTeam 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®