STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com
RELEASE DATE:
October 30, 2024
FOR IMMEDIATE RELEASE
Greenspring Advisors Listed in Forbes Top RIA Firms 2024
Towson, MD – October 30, 2024 –Greenspring Advisors is excited to announce that they have been listed in the Forbes Registered Investment Advisors (RIA) Survey for 2024.
The Forbes Top RIA ranking is compiled in collaboration with SHOOK Research, which bases its evaluations on a comprehensive mix of qualitative and quantitative criteria. These include due diligence interviews, firm performance, and an in-depth review of client relations and satisfaction.
“This award is a tremendous validation of our team’s dedication to excellence and client service. We are deeply honored to be included in such an esteemed list of advisory firms, and it fuels our commitment to our clients, colleagues, and the community,” said Pat Collins, CFP®, EA, Partner & CEO of Greenspring Advisors.
In 2024, Forbes and SHOOK Research received 46,212 nominations. From there, 25,103 were invited to complete an online survey, with 21,417 telephone interviews conducted. Additionally, 5,426 in-person interviews at advisors’ locations and 1,545 virtual interviews were completed. Of the firms ranked, approximately 20% represent independent advisors. For more information about the Forbes Top RIA Firms 2024 and the ranking methodology, please visit their website.
About Greenspring Advisors
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 and progressive 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.
To learn more about Greenspring Advisors, please visit www.greenspringadvisors.com.
The Forbes 2024 Top RIA Firms award was awarded by Forbes and SHOOK Research on 10/8/24 based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result.
