The latest thinking from Greenspring Advisors.

Helping You Stay Informed

August 7th 2020

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

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.
###

October 18th 2019

Ben Galloway Joins Greenspring Advisors

STANDARD PRESS RELEASE CONTACT INFORMATION: Greenspring Advisors Sarah Cunningham 443-564-4600 sarah.cunningham@greenspringadvisors.com   RELEASE DATE: 10/18/2019   FOR IMMEDIATE RELEASE BEN GALLOWAY JOINS GREENSPRING ADVISORS Towson, Maryland, Oct. 18, 2019 – … Continued

May 8th 2019

Greenspring Advisors’ Josh Itzoe Highlighted on ASPPA Net

A recent blog post on emerging trends in retirement plan fund menus by Josh Itzoe was recently highlighted in the Practice Management section of ASPPA Net.  To read the article, … Continued

April 29th 2019

Josh Itzoe Quoted in PLANADVISER Magazine About Fiduciary Training

Greenspring’s Josh Itzoe was quoted in the March/April 2019 issue of PLANADVISER Magazine about fiduciary training best practices for retirement plan committees.  The article also highlight’s Greenspring’s Fiduciary U™ online … Continued

April 12th 2019

Owen Demmerly Earns CFP® Designation

April 12, 2019 – Greenspring Advisors is proud to announce that Owen Demmerly, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the … Continued