CRD: 167055
Northlanding Financial Partners, LLC
$152.2M Total AUM
$152.2M Disc. AUM
-10.4% 3Y CAGR
2 Employees
178 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2013
- Office Locations
- 1
Office Locations
90 Linden Oaks Suite 220 Rochester NY
About Northlanding Financial Partners, LLC
NorthLanding Financial Partners is an advisor-owned, fee-based independent fiduciary in Rochester, NY providing CFP®-standards-based comprehensive financial planning and investment guidance focused on client outcomes and family goals. The firm pairs high-touch service with technology-enabled delivery. Portfolios are primarily implemented with ETFs and public funds, with custody through Fidelity/NFS.
Team overview
43 AVG AGE
$76.1M AVG AUM / ADVISOR
$855.1K AVG AUM / CLIENT
5.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRYCE P CAREY
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5547015
- Ownership
- Less than 5%
Available
Available
Available
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ERIC MARC GARSIN
Certified Financial Planner
- CRD
- #2942903
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,206,862 | $884,924 |
| Non-Discretionary | $0 | -- |
| Total | $152,206,862 | $884,924 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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