Greenspring Advisors and Wealthstream Advisors have merged.
The combined entity will operate under the name Greenspring Advisors and have more than $10 billion in assets across the private client and institutional client businesses, 70 team members, and will remain proudly employee-owned, with 23 partners as of Oct. 1.
“This merger underscores the strategic strength of uniting two highly respected firms that have consistently demonstrated core competencies in driving industry-leading growth,” said Dan Seivert, CEO and managing partner of ECHELON Partners, which served as exclusive financial advisors to the companies in the merger. “Collectively, they have completed six mergers, driving meaningful improvement for clients, team members, and shareholders. Their combination unlocks scale, deepens capabilities, and positions the combined firm for long-term success.”
