Greenspring Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 132669
· SEC file 801-67570
· Towson, MD
· www.greenspringadvice.com
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $6.5B
- Discretionary
- $6.5B
- Clients
- 1,837
- Avg AUM / client
- $3.5M
- Accounts
- 7,119
- Employees
- 68
AUM over time
$535M
$6.9B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 579 | $253M | 3.92% |
| High net worth individuals | 1,118 | $4.1B | 63.2% |
| Pension and profit sharing plans | 123 | $2.0B | 31.4% |
| Charitable organizations | 13 | $61.6M | 0.95% |
| Corporations and other businesses | 4 | $33.2M | 0.51% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Patrick Collins | Ceo, Partner And Chief Compliance Officer | CFP | Oct 2004 (22y) | ≈ 18.75% – 50% via Greenspring Wealth Management, Inc |
| Gregory Nmn Plechner | Partner | CFP Chartered Financial Consultant | May 2018 (8y) | 10% – 25% |
| Gregory Alan Hobson | Partner | CFP | Mar 2019 (7y) | 5% – 10% |
| Jeffrey Alan Bernfeld | Partner | CFP | Mar 2019 (7y) | 5% – 10% |
| Mary Rice Goetz | Parnter | CFP | Apr 2021 (5y) | Less than 5% |
| Christian T. Stanley | Partner | Jan 2022 (5y) | Less than 5% | |
| Timothy Jay Decker | Owner | Aug 2022 (4y) | ≈ 7.5% – 25% via Isi Financial, Inc | |
| Spencer Martin Blair | Registered representative | Jun 2022 (4y) | ||
| Laura Lee Peace | Registered representative | Aug 2022 (4y) | ||
| Kristina Groff | Registered representative | CFP | Sep 2022 (4y) | |
| Ryan Stark | Registered representative | CFP | Nov 2022 (4y) | |
| Jeremy Stack | Registered representative | CFP | Dec 2022 (4y) | |
| Maxton Herbkersman | Registered representative | CFP | Jan 2023 (4y) | |
| Anthony Robert Knight | Registered representative | CFP | Apr 2023 (3y) | |
| Justin Brown | Registered representative | CFA | Apr 2023 (3y) | |
| Amir Donte Dreams | Registered representative | CFP | Sep 2023 (3y) | |
| Andrew Reiley Crosby | Registered representative | Nov 2023 (3y) | ||
| Daniel Allison Mong | Registered representative | CFP | Dec 2023 (3y) | |
| Casey Crawford | Registered representative | Dec 2023 (3y) | ||
| Patrick Sweeney | Registered representative | Dec 2023 (3y) | ||
| Owen Thomas Demmerly | Registered representative | CFP | Dec 2023 (3y) | |
| Jacob Andrew Carson | Registered representative | Feb 2024 (3y) | ||
| Benjamin T Galloway | Registered representative | CFP | Apr 2024 (2y) | |
| Matthew Ryan Cellini | Registered representative | Apr 2024 (2y) | ||
| Marcus Orion Schafer | Registered representative | CFP | Oct 2024 (2y) | |
| Brian Andrew Ellis | Registered representative | May 2025 (1y) | ||
| Rachael Annamarie Deveau | Registered representative | Jun 2025 (1y) | ||
| Andrew James Nell | Registered representative | CFP | Jul 2025 (1y) | |
| Katharine Jeanne George | Registered representative | CFP | Oct 2025 (1y) | |
| Matthew Adam Gordon | Registered representative | CFP | Oct 2025 (1y) | |
| Michael Eric Goodman | Registered representative | CFP Personal Financial Specialist | Oct 2025 (1y) | |
| Brant R Cavagnaro | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Brenna Mary Mcloughlin | Registered representative | CFP | Oct 2025 (1y) | |
| Chloe Margaux Denning | Registered representative | CFP | Oct 2025 (1y) | |
| Eric D Siss | Registered representative | CFP | Oct 2025 (1y) | |
| James Nicholas Perriello | Registered representative | CFP | Oct 2025 (1y) | |
| Joseph Perry Orff | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Kayla Marie Sabbagh | Registered representative | CFP | Oct 2025 (1y) | |
| Michael Stuart Kimmel | Registered representative | CFP | Oct 2025 (1y) | |
| Timothy Amerman Daly | Registered representative | CFP | Oct 2025 (1y) | |
| Jason Paul Dye | Registered representative | CFP | Mar 2026 (0y) | |
| George Vasilis Panageotou | Registered representative | CFA | Jun 2026 (0y) | |
| Matthew William Knudsen | Registered representative | Jul 2026 (0y) | ||
| Andrew Richard Linn | Registered representative | Jul 2026 (0y) | ||
| Senator Mickey Bueno | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greenspring Wealth Management, Inc | Owner | Apr 2021 | A | 25% – 50% |
| Isi Financial, Inc | Owner | Aug 2022 | A | 10% – 25% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Patrick Collins: 75% – 100% of Greenspring Wealth Management, Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Timothy Jay Decker: 75% – 100% of Isi Financial, Inc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (30)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carnegie Institution Of Washington Retirement Plan | Carnegie Institution Of Washington | 492 | $242M | 07/01/2024 |
| Engineering Solutions, Inc. 401(k)/Profit Sharing Plan | Engineering Solutions, Inc. | 125 | $58.5M | 01/01/2024 |
| Willscot 401(k) Plan | Williams Scotsman, Inc. | 4,188 | $285M | 01/01/2024 |
| Savista 401(k) Plan | Savista, Llc | 1,405 | $81.3M | 01/01/2024 |
| Student Conservation Association Inc. 403 B Plan | Student Conservation Association Inc. | 468 | $11.1M | 01/01/2024 |
| Brothers Services Employees Savings Plan | Brothers Services Company | 0 | $0 | 01/01/2024 |
| Independent Can Company Retirement Plan | Independent Can Company | 334 | $40.1M | 01/01/2024 |
| Tessco Technologies Incorporated 401(k) Retirement Savings Plan | Tessco Technologies Incorporated | 0 | $0 | 01/01/2024 |
| Miller Refrigeration, Inc. Profit Sharing Plan | Miller Refrigeration, Inc. | 161 | $10.8M | 01/01/2024 |
| Copeland, Stair, Valz & Lovell, Llp 401(k) Plan | Copeland, Stair, Valz & Lovell, Llp | 78 | $19.7M | 01/01/2024 |
| Moi, Inc. Retirement Savings Plan | Moi, Inc. | 299 | $28.1M | 01/01/2024 |
| The Mackenzie Companies 401(k) Plan | Mackenzie Ventures, Llc | 155 | $20.3M | 01/01/2024 |
| 403(b) Thrift Plan For Penn Mar Organization Inc Dba Penn Mar Human Services | Penn Mar Organization, Inc. Dba Penn Mar Human Services | 579 | $19.1M | 01/01/2024 |
| The Army Distaff Foundation Tax Sheltered Annuity | The Army Distaff Foundation, Inc. | 161 | $10.8M | 01/01/2024 |
| Alliance Material Handling, Inc. 401(k) Plan | Alliance Material Handling, Inc. | 291 | $16.1M | 01/01/2024 |
| Rpi Consultants, Llc Retirement Plan | Rpi Consultants, Llc | 116 | $15.5M | 01/01/2024 |
| In Depth Engineering Retirement Plan | In Depth Engineering Corporation | 193 | $36.1M | 01/01/2024 |
| Integra Connect, Llc 401(k) Profit Sharing Plan & Trust | Integra Connect Newco, Llc | 461 | $38.4M | 01/01/2024 |
| Education Affiliates, Inc. 401(k) Plan | Education Affiliates, Inc. | 1,552 | $46.7M | 01/01/2024 |
| Precision Custom Components, Llc 401(k) Plan | Precision Custom Components, Llc | 145 | $15.2M | 01/01/2024 |
| Atapco Pension Plan | American Trading And Production Corporation | 69 | $24.8M | 01/01/2024 |
| Chesapeake Contracting Employees Savings Trust | Chesapeake Contracting Group, Inc. | 128 | $17.3M | 01/01/2024 |
| Engel Machinery, Inc. 401(k) Savings Plan | Engel Machinery, Inc. | 242 | $34.8M | 01/01/2024 |
| World Relief 401(k) Plan | World Relief | 1,211 | $36.5M | 01/01/2024 |
| First Home Mortgage Corporation 401(k) Plan | First Home Mortgage Corporation | 358 | $66.9M | 01/01/2024 |
Top 25 of 30 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $2.6B (40% of AUM) Jun 2026
- Charles Schwab & Co. $1.7B (26% of AUM) Jun 2026
- The Vanguard Group, Inc. $1.6B (23% of AUM) Dec 2024
- Fidelity Brokerage Services $1.1B (29% of AUM) Nov 2025
- Adp, Llc $702M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗