The latest thinking from Greenspring Advisors.

STANDARD PRESS RELEASE

CONTACT INFORMATION:

Greenspring Advisors

Sarah Cunningham

443-564-4600

Sarah.cunningham@greenspringadvisors.com

RELEASE DATE:

August 7, 2020

FOR IMMEDIATE RELEASE

Greenspring Advisors named to the 2020 Financial Times 300 Top 100 Registered Investment Advisers

Towson, MD August 7, 2020 – Greenspring Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

“We greatly appreciate the recognition by Financial Times,” said Patrick Collins, Co-Founder & Managing Director at Greenspring Advisors.  “It’s a testament to the commitment and the value we place on putting client needs first; and it’s this kind of industry recognition that only increases our team’s commitment to remaining steadfast in this philosophy.”

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.  The firm has offices in Towson, MD and in Paramus, NJ.

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STANDARD PRESS RELEASE

CONTACT INFORMATION:

Sarah Cunningham 443-564-4600

Sarah.cunningham@greenspringadvisors.com

RELEASE DATE:

August 7, 2020  

FOR IMMEDIATE RELEASE

Greenspring Advisors Ranked in Top 100 Largest RIA List by Financial Advisor | Ranked #1 in Maryland

  Towson, MD August 7, 2020 – – Greenspring Advisors, an independent, fee-only Registered Investment Advisor (RIA) that serves individuals and businesses from its offices in Maryland and New Jersey, is pleased to announce they have been ranked #77 in FA’s 2020 Annual RIA Ranking. Greenspring’s percent asset growth for 2018-2019 – 33.78% – was 25^th highest out of the top 100 firms, also rendering Greenspring as the #1 largest firm in the state of Maryland. Financial Advisor Magazine produces the annual listing based on a series of quantitative measures.  These include year-end 2019 assets (SMM), percent growth in assets, and growth in assets per client, 2018 – 2019. “We were delighted to see Greenspring listed in FA’s Top 100 RIA List,” said Josh Itzoe, Co-Founder of Greenspring and the firm’s Chief Strategy Officer.  “It’s fantastic to not only see our firm listed among other admirable and notable RIAs, but watching our growth actually continue in 2020 confirms we are focused on the right things – our clients and our people. Being a part of this list only increases our team’s commitment to our approach – which, from day one, has been the client comes first.” To learn more about Greenspring, visit www.greenspringadvisors.com.  

Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.  The firm has offices in Towson, MD and in Paramus, NJ.

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STANDARD PRESS RELEASE

CONTACT INFORMATION:

Greenspring Advisors

Josh Itzoe

443-564-4600

Josh.Itzoe@greenspringadvisors.com  

RELEASE DATE: April 23, 2020  

FOR IMMEDIATE RELEASE

Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Advisers

Towson, MD – April 23, 2020 – Greenspring Advisors is pleased to announce it has been named a 2020 PLANADVISER Top 100 Retirement Plan Adviser. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of individual advisers and teams that stand out in the industry based on a series of quantitative measures.  These include the dollar value of qualified plan assets under administrations (AUA), as well as the number of plans under advisement.

Advisers opt in to an annual PLANADVISER Retirement Plan Adviser Survey and are then divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. This year, Greenspring was recognized in two categories: “Small Teams with $1.7 Billion or More in Retirement Plan Assets Under Advisement” and “Small Teams with 115 Retirement Plans or More Under Advisement”.

“We are delighted to be recognized by PLANADVISER for the third time,” said Joshua P. Itzoe, a Partner at Greenspring and the firm’s Chief Strategy Officer.  “It is a fantastic achievement to be honored, but more so, a testament to the leading-edge fiduciary and financial wellness solutions we provide to our corporate retirement clients and their employees.  And this kind of industry recognition only increases our team’s commitment to helping companies create high-performance retirement programs that drive successful outcomes for participants.”

Greenspring was also named the 2018 PLANSPONSOR Retirement Plan Adviser of the Year – Small Team.    

Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.  The firm has offices in Towson, MD and in Paramus, NJ.

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