Greenspring Advisors

Retirement Plan Advisor

Towson, MD

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).

PlanSponsorAssetsParticipants
AARP EMPLOYEES' PENSION PLANAARP, DC$1.6B2,180
WILLSCOT 401(K) PLANWILLIAMS SCOTSMAN, INC., AZ$285M4,188
THE 401(K) PLANPENTEGRA SERVICES, INC, NY$192M9,164
FINTHRIVE 401(K) PLANFINTHRIVE, TX$184M1,488
PROGENY SYSTEMS, LLC 401(K) PLANGENERAL DYNAMICS CORPORATION, VA$161M603
OCTO CONSULTING GROUP 401(K) PLANOCTO CONSULTING GROUP LLC, VA$135M1,560
DS SMITH NORTH AMERICA 401K PLANDS SMITH NORTH AMERICA, GA$124M1,634
SHULMAN ROGERS, P.A. RETIREMENT PLANSHULMAN ROGERS, P.A., MD$116M208
BONTERRA 401(K) PLANBONTERRA, LLC, TX$98M927
PRGX 401(K) PLANPRGX USA, INC., GA$96M411
TACONIC BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUSTTACONIC BIOSCIENCES, INC., NY$86M502
SAVISTA 401(K) PLANSAVISTA, LLC, GA$81M1,405
LIVE CASINO 401(K) PLANPPE CASINO RESORTS MARYLAND LLC, MD$81M4,617
WORLD MARKET 401(K) PLANWORLD MARKET, LLC, CA$79M6,138
RAND WORLDWIDE 401(K) PLANRAND WORLDWIDE SUBSIDIARY, INC., MD$77M396
THE PSMC COMPANIES 401(K) AND PROFIT SHARING PLANMORRIS & RITCHIE ASSOCIATES, INC., MD$71M848
CHIMES INTERNATIONAL LIMITED 403(B) PLANCHIMES INTERNATIONAL LIMITED, MD$63M3,273
ANNE ARUNDEL DERMATOLOGY, P.A., PROFIT SHARING PLANANNE ARUNDEL DERMATOLOGY, P.A., MD$62M1,619
R.S. HUGHES COMPANY, INC. 401(K) PLANR.S. HUGHES COMPANY, INC., CA$62M585
TESSCO TECHNOLOGIES INCORPORATED 401(K) RETIREMENT SAVINGS PLANTESSCO TECHNOLOGIES INCORPORATED, MD$59M422

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®

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