NORTHLANDING FINANCIAL PARTNERS, LLC
CRD #167055 SEC #801-77720 ROCHESTER, NY (585) 497-5000
SEC Registered
Total AUM
$129.3M
Discretionary
$129.3M
Employees
2
Clients
101
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $129.3M | $129.3M | $0 | 2 | 5 |
| Jul 2025 | $129.3M | $129.3M | $0 | 2 | 5 |
| Mar 2025 | $129.3M | $129.3M | $0 | 2 | 5 |
| Aug 2024 | $113.3M | $113.3M | $0 | 3 | 0 |
| Feb 2024 | $113.3M | $113.3M | $0 | 3 | 0 |
| Oct 2023 | $198.4M | $195.9M | $2.5M | 4 | 3 |
| Aug 2023 | $198.4M | $195.9M | $2.5M | 4 | 3 |
| Jun 2023 | $198.4M | $195.9M | $2.5M | 5 | 3 |
| Mar 2023 | $198.4M | $195.9M | $2.5M | 5 | 3 |
| Oct 2022 | $219.1M | $216.7M | $2.4M | 5 | 7 |
| Mar 2022 | $219.1M | $216.7M | $2.4M | 7 | 7 |
| Jan 2022 | $184.5M | $180.7M | $3.9M | 6 | 5 |
| Jul 2021 | $184.5M | $180.7M | $3.9M | 6 | 5 |
| Mar 2021 | $184.5M | $180.7M | $3.9M | 6 | 5 |
| Jan 2021 | $270M | $265.9M | $4.1M | 11 | 10 |
| Dec 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Aug 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Jul 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Jun 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Jun 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Mar 2020 | $270M | $265.9M | $4.1M | 11 | 10 |
| Mar 2019 | $267M | $261.2M | $5.8M | 12 | 12 |
| Mar 2018 | $254.1M | $246.1M | $8.1M | 12 | 13 |
| Mar 2017 | $204.6M | $193.7M | $10.9M | 11 | 500 |
| Jan 2017 | $113.7M | $103.8M | $9.9M | 8 | 400 |
| Mar 2016 | $113.7M | $103.8M | $9.9M | 8 | 400 |
| Jan 2016 | $93.4M | $84.5M | $8.9M | 8 | 300 |
| Mar 2015 | $93.4M | $84.5M | $8.9M | 8 | 300 |
| Mar 2014 | $75.7M | $75.7M | $0 | 7 | 200 |
| Aug 2013 | $47.4M | $47.4M | $0 | 6 | 0 |
| Apr 2013 | $0 | $0 | $0 | 6 | 0 |
| Mar 2013 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees2
Clients5
DateJul 2025
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees2
Clients5
DateMar 2025
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees2
Clients5
DateAug 2024
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$198.4M
Discretionary$195.9M
Non-Disc.$2.5M
Employees4
Clients3
DateAug 2023
Total AUM$198.4M
Discretionary$195.9M
Non-Disc.$2.5M
Employees4
Clients3
DateJun 2023
Total AUM$198.4M
Discretionary$195.9M
Non-Disc.$2.5M
Employees5
Clients3
DateMar 2023
Total AUM$198.4M
Discretionary$195.9M
Non-Disc.$2.5M
Employees5
Clients3
DateOct 2022
Total AUM$219.1M
Discretionary$216.7M
Non-Disc.$2.4M
Employees5
Clients7
DateMar 2022
Total AUM$219.1M
Discretionary$216.7M
Non-Disc.$2.4M
Employees7
Clients7
DateJan 2022
Total AUM$184.5M
Discretionary$180.7M
Non-Disc.$3.9M
Employees6
Clients5
DateJul 2021
Total AUM$184.5M
Discretionary$180.7M
Non-Disc.$3.9M
Employees6
Clients5
DateMar 2021
Total AUM$184.5M
Discretionary$180.7M
Non-Disc.$3.9M
Employees6
Clients5
DateJan 2021
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateDec 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateAug 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateJul 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateJun 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateJun 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateMar 2020
Total AUM$270M
Discretionary$265.9M
Non-Disc.$4.1M
Employees11
Clients10
DateMar 2019
Total AUM$267M
Discretionary$261.2M
Non-Disc.$5.8M
Employees12
Clients12
DateMar 2018
Total AUM$254.1M
Discretionary$246.1M
Non-Disc.$8.1M
Employees12
Clients13
DateMar 2017
Total AUM$204.6M
Discretionary$193.7M
Non-Disc.$10.9M
Employees11
Clients500
DateJan 2017
Total AUM$113.7M
Discretionary$103.8M
Non-Disc.$9.9M
Employees8
Clients400
DateMar 2016
Total AUM$113.7M
Discretionary$103.8M
Non-Disc.$9.9M
Employees8
Clients400
DateJan 2016
Total AUM$93.4M
Discretionary$84.5M
Non-Disc.$8.9M
Employees8
Clients300
DateMar 2015
Total AUM$93.4M
Discretionary$84.5M
Non-Disc.$8.9M
Employees8
Clients300
DateMar 2014
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees7
Clients200
DateAug 2013
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0