NorthLanding Financial Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
NorthLanding Financial Partners reports 172 clients. They include 129 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($152M across 172 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 28% |
| High-net-worth individuals | 25% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 129 | $42.9M | 28.2% | $333K |
| High-net-worth individuals | 43 | $109M | 71.8% | $2.54M |
| Total | 172 | $152M | 100% | $885K |
- Clients
- 129
- Regulatory AUM
- $42.9M
- AUM share
- 28.2%
- Avg. per client
- $333K
- Clients
- 43
- Regulatory AUM
- $109M
- AUM share
- 71.8%
- Avg. per client
- $2.54M
Total
- Clients
- 172
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- $885K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
NorthLanding Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone planning or consulting is a fixed fee of $2,250 to $25,000+ (one-time or annual, by engagement) or $250 an hour, set in the agreement; minimum $2,250 for basic planning.
BPCB Wealth Planning, Inc. owns 25% to 50% of NorthLanding Financial Partners and is in turn owned by Bryce Carey (75% or more). The leadership team of NorthLanding Financial Partners includes Chief Compliance Officer Bryce Carey. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Northlanding Financial Partners, LLC
BPCB Wealth Planning, Inc.
Control person · since January 2021
- Owns 75% or more of BPCB Wealth Planning, Inc.
Bryce Carey
Control person · since January 2021
- Owns 25% to 50% of Northlanding Financial Partners, LLC
Garsin Wealth Management, Inc.
Control person · since January 2021
- Owns 75% or more of Garsin Wealth Management, Inc.
Eric Garsin
Control person · since January 2021
NorthLanding Financial Partners’ regulatory assets fell from $185M (July 2021) to $152M (March 2026); clients fell from 267 to 172 and employees from 6 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $152M | 172 | 2 | 1 |
| Jul 2025July 2025 | $129M | 167 | 2 | 1 |
| Feb 2024February 2024 | $113M | 160 | 3 | 1 |
| Jun 2023June 2023 | $198M | 276 | 5 | 1 |
| Mar 2022March 2022 | $219M | 273 | 7 | 1 |
| Jul 2021July 2021 | $185M | 267 | 6 | 1 |
Besides its headquarters, NorthLanding Financial Partners has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 90 Linden Oaks, Suite 220, RochesterHQ
Contact and registration details
- Legal name
- Northlanding Financial Partners, LLC
- Headquarters
- 90 Linden Oaks, Suite 220, Rochester, NY 14625
- Website
- northlandingfp.com
- Phone
- 585-497-5000
- @northlanding-financial-partners
- SEC file
- 801-77720
- Structure
- New York LLC
- Fiscal year end
- December
NorthLanding Financial Partners’ named custodians for separately managed accounts are Fidelity ($150M, 99%) and The Lincoln National Life Insurance ($2.07M, 1%). NorthLanding Financial Partners has custody of $5.05M for 23 clients.
- FidelityNational Financial Services LLC · Boston, MA · $150M99%
- The Lincoln National Life InsuranceThe Lincoln National Life Insurance Company · Fort Wayne, IN · $2.07M1%
At year end, NorthLanding Financial Partners’ separately managed accounts were mostly in stocks (71%) and bonds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 45 positions; the largest are iShares TR (26.5%), iShares TR (17.8%) and Vanguard Malvern Fds (14.9%).
What the accounts hold
- Stocks71%
- Bonds24%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does NorthLanding Financial Partners have?
NorthLanding Financial Partners has 172 clients and manages $152 million for them, as of March 2026. They include 129 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does NorthLanding Financial Partners offer?
NorthLanding Financial Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does NorthLanding Financial Partners use?
NorthLanding Financial Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $150M and The Lincoln National Life Insurance Company (Fort Wayne, IN), with $2.07M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does NorthLanding Financial Partners have?
NorthLanding Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NorthLanding Financial Partners invest in?
At the end of its last fiscal year, NorthLanding Financial Partners’ separately managed accounts held 71% exchange-traded equities, 24% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NorthLanding Financial Partners?
NorthLanding Financial Partners is owned through holding companies by Bryce Carey and Eric Garsin. Its direct owners are BPCB Wealth Planning, Inc. and Garsin Wealth Management, Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does NorthLanding Financial Partners get paid?
NorthLanding Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NorthLanding Financial Partners?
NorthLanding Financial Partners’ main office is at 90 Linden Oaks, Suite 220, Rochester, NY 14625. Its phone number is 585-497-5000. Its website is northlandingfp.com.