$6.5B Total AUM
$6.5B Disc. AUM
1.5% 3Y CAGR
68 Employees
1,905 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pathway waveBeacon +more
- Established Date
- 10-12-2004
- Office Locations
- 5
Office Locations
300 Granite RUN Drive Suite 200 Lancaster PA
60 E. 42nd St. Suite 1120 NEW York NY
60 East 42nd Street Suite 1120 NEW York NY
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.
Team overview
35 AVG AGE
$165.8M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
4.3 yrs AVG TENURE
68 Employees
39 Advisory Reps
39 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Fusion insight Momentum Harbor atlas Capital momentum North optima Beacon Catalyst oak
Client Personas
Prime vector Oak Pioneer catalyst
CRM
Vertex
Custodian
Timber Ember Radial bridge North glacier Crest pathway Meridian crest Insight Vector
Investment Themes
Ridge Unison pioneer Foundation Eagle Foundation crest
Investment Vehicles
Matrix
Platform
Pathway signal Insight
Services
Atlas Quantum Wave Atlas beacon Horizon peak Vital Horizon Vertex Unison Pathway Pioneer Capital
Technology
Focus Legacy legacy Beacon
Owner & Executives
JOHN PATRICK COLLINS JR.
Chief Compliance Officer, Chief Executive Officer, Director, PARTNER
- CRD
- #4295537
- Ownership
- Less than 5%
(763) 970-1241
catalyst.element@zenithcapital.com
in linkedin.com/in/delta-matrix
MICHAEL ERIC GOODMAN
PARTNER, President
- CRD
- #2747956
- Ownership
- Less than 5%
(830) 830-6231
matrix.catalyst@optimacapital.com
in linkedin.com/in/vital-vital
M
Matrix focus
Quantum vertex
- CRD
- #62184
- Ownership
- 49.7%
(492) 323-2062
prime.value@embercapital.com
in linkedin.com/in/wave-delta
Showing 2 of 3 owners & executives
Unlock allContacts
JEFFREY ALAN BERNFELD
Partner
- CRD
- #6285056
(584) 816-9880
timber.signal@catalystcapital.com
in linkedin.com/in/prime-bridge
Spencer Martin Blair
Financial Advisor
- CRD
- #7509197
(758) 503-8929
ridge.vector@beaconcapital.com
in linkedin.com/in/harbor-pathway
E
Element bridge
Bridge optima
- CRD
- #62676
(472) 236-8364
frontier.harbor@vertexcapital.com
in linkedin.com/in/glacier-horizon
Showing 2 of 44 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $6,464,377,689
Public Funds:
17.3% Equity - Exchange:
21.5% Cash:
7.3% Municipal Bonds:
31.6% U.S. Government/Agency:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $192,412,372 | 17.3% |
| Equity - Exchange | $239,125,202 | 21.5% |
| Cash | $81,191,348 | 7.3% |
| Municipal Bonds | $351,458,436 | 31.6% |
| U.S. Government/Agency | $248,022,883 | 22.3% |
| Total | $1,112,210,241 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR ALPHA VALUE | BRIDGE PRIME | EUT02V7FD | IMLC | 4.68% | $32,810,623 |
| OPTIMA HARBOR GLACIER | VALUE VITAL | SH7T4C5YX | IUKBI | 3.64% | $19,278,138 |
| ZENITH PEAK | QUANTUM GLACIER | JYJAWLBKO | TFP | 3.65% | $34,495,754 |
| ALPHA RIDGE | NORTH ZENITH | YGX9D2HRI | BFOKK | 10.60% | $23,821,479 |
| EAGLE UNISON | ATLAS PEAK | YUNRCSLXA | ACXXS | 4.00% | $35,048,494 |
| HORIZON ATLAS MOMENTUM | CREST ALPHA | 1D4A3HHW6 | ZWQ | 3.07% | $62,151,102 |
| FRONTIER MERIDIAN | FOUNDATION UNISON | 1UX5F0Q58 | KOFGD | 1.75% | $107,876,336 |
| MATRIX MOMENTUM | HORIZON PEAK | AE8QMS7OZ | BSWSZ | 9.02% | $46,400,971 |