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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NORTHLANDING FINANCIAL PARTNERS, LLC

CRD 167055

ROCHESTER, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a69f7456-b36f-829b-0bb9-1b447783196b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 7
On other graphs: 0
Observed: Mar 1, 2013 to Mar 18, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $152MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $152MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $76.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 172
Individual clients: 129
High net worth clients: 43
Custody, client assets: $5.0M
SEC number: 801-77720
CIK: 1655982
CRD: 167055
Filings on the tape: 33
First filed: Mar 1, 2013
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC MARC GARSIN	Certified Financial Planner\|Chartered Financial Consultant	ROCHESTER, NY	5	28	2	no
BRYCE P CAREY	Certified Financial Planner	ROCHESTER, NY	5	13	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BPCB WEALTH PLANNING, INC.	Member	C	yes	01/2021	Mar 28, 2022	Aug 19, 2024
CAREY, BRYCE, P	President	E	yes	01/2021	Mar 1, 2013	Aug 19, 2024
CAREY, BRYCE, P	CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Mar 1, 2013	Aug 19, 2024
GARSIN WEALTH MANAGEMENT, INC.	Member	C	yes	01/2021	Mar 28, 2022	Aug 19, 2024
GARSIN, ERIC, MARC	President	E	yes	01/2021	Mar 18, 2021	Aug 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$152M	$152M	2	2	0	n/a	n/a
2024	Mar 24, 2025	$129M	$129M	2	2	0	n/a	n/a
2023	Feb 29, 2024	$113M	$113M	3	2	0	n/a	n/a
2022	Mar 22, 2023	$198M	$196M	5	3	0	n/a	n/a
2021	Mar 28, 2022	$219M	$217M	7	4	0	n/a	n/a
2020	Mar 18, 2021	$185M	$181M	6	3	0	n/a	n/a
2019	Mar 30, 2020	$270M	$266M	11	7	0	n/a	n/a
2018	Mar 14, 2019	$267M	$261M	12	8	0	n/a	n/a
2017	Mar 23, 2018	$254M	$246M	12	8	0	n/a	n/a
2016	Mar 3, 2017	$205M	$194M	11	7	n/a	n/a	n/a
2015	Mar 2, 2016	$114M	$104M	8	5	n/a	n/a	n/a
2014	Mar 4, 2015	$93.4M	$84.5M	8	5	n/a	n/a	n/a
2013	Mar 10, 2014	$75.7M	$75.7M	7	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$152M	$129M	17.8%	$198M	-8.5%	2	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RISE ADVISORS, LLC	3	Oct 15, 2020	Nov 9, 2022	ROCHESTER, NY	Firm absorbed	RIA to new firm	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WALL STREET FINANCIAL GROUP, INC	2	Sep 2, 2016	Nov 21, 2016	ROCHESTER, NY	Team lift out	Other	5.3%

Relationships

Registered with (8)

← ERIC MARC GARSINAdvisorregistration: previous registration
Jan 6, 2017 to Dec 31, 2020factForm ADV
← BRYCE P CAREYAdvisorregistration: previous registration
Jan 6, 2017 to Dec 31, 2020factForm ADV
← HOWARD ROBERT BRADLEYAdvisorregistration: previous registration
Feb 18, 2021 to Aug 14, 2023factForm ADV
← Andrew Lansing SchulerAdvisorregistration: previous registration
Dec 16, 2021 to Oct 15, 2022factForm ADV
← MARK BRADFORD JONESAdvisorregistration: previous registration
Jan 6, 2017 to Oct 15, 2020factForm ADV
← STEPHANIE MICHEL KELMAdvisorregistration: previous registration
Jun 25, 2019 to Oct 15, 2020factForm ADV
← ZACHARY MAXWELL HARRINGTONAdvisorregistration: previous registration
Dec 7, 2017 to Oct 15, 2020factForm ADV
← MICHAEL ROSSAdvisorregistration: previous registration
Jan 6, 2017 to Sep 30, 2019factForm ADV

Controls (4)

← GARSIN, ERIC, MARCOwnerPRESIDENT, ownership code E, individual
Mar 18, 2021 to Aug 19, 2024factForm ADV
← CAREY, BRYCE, POwnerPRESIDENT, ownership code E, individual
Mar 1, 2013 to Aug 19, 2024factForm ADV
← BPCB WEALTH PLANNING, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 28, 2022 to Aug 19, 2024factForm ADV
← GARSIN WEALTH MANAGEMENT, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 28, 2022 to Aug 19, 2024factForm ADV

Moved with (2)

→ RISE ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Oct 15, 2020 to Nov 9, 2022factForm ADV
← WALL STREET FINANCIAL GROUP, INCRegistered adviser2 advisors, team lift out, same day
Sep 2, 2016 to Nov 21, 2016factForm ADV

Dated events

Occurred
Aug 14, 2023
Control person left
H. Robert Bradley (President) no longer on Schedule A of Northlanding Financial Partners, Llc (listed 2023-06-21, absent 2023-08-14)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2023
Advisor changed firm
Howard Robert Bradley left Northlanding Financial Partners, Llc for Chicago Partners Investment Group Llc (registered 2023-06-06)
Form ADVobserved 6 days ago
Occurred
Oct 15, 2022
Advisor changed firm
Andrew Lansing Schuler left Northlanding Financial Partners, Llc for Manning & Napier Advisors, Llc (registered 2022-11-28)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2021
Control person joined
Marc Eric Garsin (Partner) appeared on Schedule A of Northlanding Financial Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 31, 2020
Control person left
Gregory Scott Klatt (Partner) no longer on Schedule A of Northlanding Financial Partners, Llc (listed 2020-06-30, absent 2020-07-31)
Form ADVobserved 6 days ago
Occurred
Jul 31, 2020
Control person left
Bradford Mark Jones (Managing Partner) no longer on Schedule A of Northlanding Financial Partners, Llc (listed 2020-06-30, absent 2020-07-31)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2013
First Form ADV filing
Northlanding Financial Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a69f7456-b36f-829b-0bb9-1b447783196b
First observed: Mar 1, 2013
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NORTHLANDING FINANCIAL PARTNERS, LLC

CRD 167055

ROCHESTER, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a69f7456-b36f-829b-0bb9-1b447783196b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC MARC GARSIN

Certified Financial Planner|Chartered Financial Consultant

ROCHESTER, NY

BRYCE P CAREY

Certified Financial Planner

ROCHESTER, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BPCB WEALTH PLANNING, INC.

Member

yes

01/2021

Mar 28, 2022

Aug 19, 2024

CAREY, BRYCE, P

President

yes

01/2021

Mar 1, 2013

Aug 19, 2024

CAREY, BRYCE, P

CHIEF COMPLIANCE OFFICER

yes

10/2022

Mar 1, 2013

Aug 19, 2024

GARSIN WEALTH MANAGEMENT, INC.

Member

yes

01/2021

Mar 28, 2022

Aug 19, 2024

GARSIN, ERIC, MARC

President

yes

01/2021

Mar 18, 2021

Aug 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$152M

n/a

2024

Mar 24, 2025

$129M

n/a

2023

Feb 29, 2024

$113M

n/a

2022

Mar 22, 2023

$198M

$196M

n/a

2021

Mar 28, 2022

$219M

$217M

n/a

2020

Mar 18, 2021

$185M

$181M

n/a

2019

Mar 30, 2020

$270M

$266M

n/a

2018

Mar 14, 2019

$267M

$261M

n/a

2017

Mar 23, 2018

$254M

$246M

n/a

2016

Mar 3, 2017

$205M

$194M

n/a

2015

Mar 2, 2016

$114M

$104M

n/a

2014

Mar 4, 2015

$93.4M

$84.5M

n/a

2013

Mar 10, 2014

$75.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$152M

$129M

17.8%

$198M

-8.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RISE ADVISORS, LLC

Oct 15, 2020

Nov 9, 2022

ROCHESTER, NY

Firm absorbed

RIA to new firm

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WALL STREET FINANCIAL GROUP, INC

Sep 2, 2016

Nov 21, 2016

ROCHESTER, NY

Team lift out

Other

5.3%