Greenspring Advisors Listed in Financial Planning 2023 Largest Fee-Only RIAs

STANDARD PRESS RELEASE

CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com

 

RELEASE DATE:
December 12th, 2023

FOR IMMEDIATE RELEASE

Greenspring Advisors Listed in Financial Planning 2023 Largest Fee-Only RIAs

Towson, MD – December 12th, 2023 – Greenspring Advisors is proud to announce that they have been ranked 38th in Financial Planning’s 2023 RIA Leaders Largest Fee-Only RIAs list.

Greenspring Advisors ranked 38th in Financial Planning’s 2023 RIA Leaders. This list is comprised of 150 of the largest fee-only registered investment advisory firms who combined have more than $812 billion in assets under management across 750,000 client accounts. Greenspring Advisors was ranked 38th on this list with just over $6 billion in assets under management over 4807 accounts. Follow this link to see the ranking: https://arizent.brightspotcdn.com/d7/6d/2321f9a34b908646ac93df3e484c/top-150-ria-leaders-2023.pdf

According to Financial Planning, “As part of the upcoming print edition of Financial Planning’s annual RIA Leaders issue, data partner COMPLY used Form ADV filings with the Securities and Exchange Commission to rank RIAs that meet a six-part formula, eliminating any firms that take any type of commissions.” For more information about criteria for this ranking, follow this link: https://www.financial-planning.com/news/ria-leaders-2023-list-of-the-150-largest-fee-only-rias

Established in 2004, Greenspring Advisors was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in holistic, progressive, and unbiased investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services including financial planning for private investors. The firm has offices in MD, NJ, and PA.

Financial Planning’s 2023 RIA Leaders Largest Fee-Only RIAs list ranking was released on November 22nd, 2023, based on the time period of the year prior and Form ADV filings. It was provided by Financial Planning in conjunction with  in conjunction with COMPLY. Greenspring Advisors did not pay to participate.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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