Greenspring Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Towson, MD. Its latest Form ADV filing, dated March 27, 2026, reports $6.5B in regulatory assets under management, 68 employees, 3 offices, and 7,119 accounts.
Assets Under Management
$6.5B
Employees
68
Offices
3 offices
Total Clients
1,837
Primary office
TOWSON, MD
ONE WEST PENNSYLVANIA AVENUE, SUITE 500, TOWSON, MD, United States
Top client segmentHNWI represent 60.9% of total clients.
Top client categories% of clientsClients
1
HNWI
60.9%
1,118
2
Individuals
31.5%
579
3
Pension Plans
6.7%
123
4
Charitable
0.7%
13
5
Corporations
0.2%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 27, 2026
Discretionary99.8%
$6.5B
100% of total RAUM99.8%
Non-discretionary0.2%
$11M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.5B
Total Accounts7,119
10Y AUM Change+$4.2B (+181.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee27:1
10Y Employee Change+54 (+385.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.