Greenspring Advisors Listed in Forbes Top RIA Firms 2023

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

RELEASE DATE:
October 15th, 2023
FOR IMMEDIATE RELEASE

Greenspring Advisors Listed in Forbes Top RIA Firms 2023

Towson, MD – October 15th, 2023 – Greenspring Advisors is proud to announce that they have been ranked 96th in Forbes Registered Investment Advisors Survey for 2023.

Greenspring Advisors ranked 96th in Forbes Registered Investment Advisors Survey. They are ranked 5th in Maryland, where they are headquartered. The Forbes Top RIA Firms 2023 is a ranking developed by SHOOK Research based on an algorithm of qualitative criteria, including due diligence interviews, and quantitative data. For more information on the methodology, visit: https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=776d6603e26d

“It is incredibly rewarding to see our team recognized among these industry-leading firms,” said Pat Collins, Partner & CEO of Greenspring Advisors. “Our core purpose of helping every person live their ideal life is something we are very proud of and look forward to continuing”.

In 2023, Forbes, in conjunction with SHOOK Research, received 42,643 nominations and 23,100 online surveys. According to the methodology of this survey, “SHOOK’s focus on quality skews its recommendations towards firms in which [they] can thoroughly understand how each client is actually treated. In doing so, [they] measure aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that [they] see throughout all levels of employees”.

To view the full list, visit: https://www.forbes.com/lists/top-ria-firms/?sh=6cd6536c3cd5

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.

The Forbes RIA Survey, Top RIA Firms, was awarded on October 10th, 2023, based on the time period of the year prior and financials as of March 31st, 2023. It was provided by Forbes in conjunction with Shook Research. Greenspring Advisors did not pay to be considered for this award.

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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