# NorthLanding Financial Partners

NorthLanding Financial Partners is a Bank / Wealth / Trust based in Rochester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rochester, United States
- **Region:** North America
- **Address:** 90 Linden Oaks, Ste. 220, Rochester, NY 14625, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** northlandingfp.com
- **LinkedIn:** https://linkedin.com/company/northlanding-financial-partners

## Regulatory record

- **CRD number:** 167055
- **SEC file number:** 801-77720
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167055

## About

Established in 2013, NorthLanding Financial Partners operates as an advisor-owned firm from its headquarters at 90 Linden Oaks in Rochester, New York. The firm positions itself as a fiduciary focused on individuals, estates, charitable organizations, corporations, and business entities, with securities offered through Mutual Securities, Inc. Its advisors all hold the CERTIFIED FINANCIAL PLANNER™ designation. NorthLanding deploys client capital across portfolio management and financial planning mandates. Its service architecture includes an emphasis on employer-sponsored retirement plans, demonstrated by its recurring Xerox Retirement Workshops that parse the Xerox Retirement Income Guarantee Plan and 401(k) benefits. The firm’s investment management follows its Financial Clarity Advantage process, a methodology derived from the CFP Board’s standards for a comprehensive plan. The firm is anchored in Rochester, with contact channels pointing to a single-office operation. Its principals collectively hold advanced credentials, and the entity uses a broker-dealer relationship with Mutual Securities, Inc. for securities transactions. No adjacent philanthropic or club-vehicle structures are publicly identified. NorthLanding differentiates structurally through an explicit rejection of standard industry terminology. The firm states it avoids the phrase 'wealth management' to reframe engagements around client identity and outcomes rather than asset size. This linguistic posture, combined with its advisor-owned equity model, distinguishes its client-relationship architecture from private bank or large wirehouse competitors.

## Sectors

- Financial Services

## Questions

### How is NorthLanding Financial Partners structured as a fiduciary?

The firm operates as a fee-based independent fiduciary and a registered investment advisor. It describes itself as advisor-owned, meaning its equity resides with its practicing partners rather than external shareholders.

### How does NorthLanding Financial Partners execute trades and custody assets?

Securities are offered through Mutual Securities, Inc., a third-party broker-dealer. The firm’s website states it leverages technology to apply resources of large financial complexes, implying an outsourced or platform-based custody and clearing model rather than in-house trade execution.

## Related profiles

- [Northland Angel Investor Network](https://altss.com/profile/northland-angel-investor-network)
- [Northlane Capital Partners](https://altss.com/profile/northlane-capital-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/northlanding-financial-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology