Greenspring Advisors, LLC

Overview

Greenspring Advisors, LLC is an SEC registered investment adviser based in Towson, MD, registered since 2007. It reports $6.5B in assets under management across 7,119 accounts, with 68 employees. It has 46 investment adviser representatives.

Reported AUM

$6.5B

Discretionary

100%

Accounts

7,119

Average account

$908K

Employees

68

Advisory reps

46

Registered since

2007

Jurisdictions

29

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• John Patrick Collins Jr Chief Executive Officer, Partner CRD 4295537
• Michael Eric Goodman President, Partner CRD 2747956
• Aaron Michael Tawil Chief Operating Officer, Partner, Chief Compliance Officer CRD 2093634

Advisory reps 3 of 46

• Sullivan J Beck-Winter Investment Adviser Rep CRD 7950606
• Jeffrey Alan Bernfeld Investment Adviser Rep CRD 6285056
• Spencer Martin Blair Investment Adviser Rep CRD 7509197

43 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 W Pennsylvania Ave Ste 500
Towson, MD 21204

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: greenspringadvice.com

Every state, with registration dates

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