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- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-12-2004
- Office Locations
- 4
Office Locations
About Greenspring Advisors, LLC
Greenspring Advisors (est. 2004) is an independent, fee-only, employee-owned RIA providing holistic investment advisory and fiduciary consulting for retirement plan fiduciaries, foundations, and endowments, plus comprehensive wealth management and financial planning for private investors. The firm serves as a fiduciary for all clients and states it earns no commissions or third-party compensation, with offices across MD, NJ, and PA.
Reported data analysis
What the numbers show
Between November 25, 2025 and June 30, 2026, reported AUM increased 71.2%, from $3.8B to $6.5B.
Across 5 reported observations, AUM increased 5.5% between December 21, 2022 and June 30, 2026, from $6.1B to $6.5B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 39 advisory representatives and 1,905 clients, or 48.8 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 4 reported office locations and 21 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Greenspring Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN PATRICK COLLINS JR.
Chief Executive Officer, PARTNER
- CRD
- #4295537
- Ownership
- Less than 5%
MICHAEL ERIC GOODMAN
PARTNER, President
- CRD
- #2747956
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Sullivan Beck-Winter
--
- CRD
- #7950606
JEFFREY ALAN BERNFELD
Partner
- CRD
- #6285056
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,453,466,936 | $908,811 |
| Non-Discretionary | $10,910,753 | $606,153 |
| Total | $6,464,377,689 | $908,046 |
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Separately Managed Accounts
SMA allocation detail is available
Greenspring Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Greenspring Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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