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GREENSPRING ADVISORS, LLC

TOWSON, MD · CRD 132669 · IAPD ↗ · greenspringadvice.com · 443-564-4600

$6.46BRegulatory AUM
39Advisory reps
68Employees
68Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — GREENSPRING ADVISORS, LLC notice-filed in AZ, CO, MI, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2026 — GREENSPRING ADVISORS, LLC reported RAUM up 71% ($3.78B -> $6.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
December 2025 — GREENSPRING ADVISORS, LLC notice-filed in MN, MO, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — GREENSPRING ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
84
December 2025 — GREENSPRING ADVISORS, LLC grew from 28 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — GREENSPRING ADVISORS, LLC reported RAUM down 45% ($6.90B -> $3.78B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
January 2025 — GREENSPRING ADVISORS, LLC notice-filed in LA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — GREENSPRING ADVISORS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.