Flexible Investment Solutions Aligned with Your Goals

At Northland Securities, we offer a range of portfolio management options designed to meet the evolving needs of today’s investors. As both a FINRA Member Broker-Dealer and a Registered Investment Adviser (RIA) with the Securities and Exchange Commission, we provide access to fee-based advisory services through Northland Asset Management, our dedicated RIA division.

Whether you're seeking professional portfolio oversight, values-based investing, or improved tax efficiency, our Investment Adviser Representatives (IARs) are here to help you build a strategy that reflects your financial goals and personal values.

Explore Managed Account Solutions With Northland

Connect with a Northland Investment Advisor

Fee-Based Portfolio Management

Our advisory platform enables clients to move beyond traditional commission-based models. Fee-based asset management emphasizes ongoing advice and service, helping align advisor incentives with long-term client relationships.

Aligned Interests

Advisors are incentivized to grow your portfolio, not generate commissions.

Unbiased Recommendations

Product selection is based on your goals, not sales incentives.

Detailed Reporting

Monthly account statements and quarterly performance reports from third-party custodians.

Tax Efficiency

Separately Managed Accounts (SMAs) allow for individualized cost basis tracking and strategic tax management.

Customized Investment Portfolios

Northland Asset Management offers access to premier third-party asset managers and a variety of investment approaches. Your Financial Advisor will help you select the right manager and strategy to match your risk tolerance, time horizon, and investment objectives.

We also support values-based investing, allowing clients to structure portfolios around personal priorities such as environmental sustainability, health and wellness, animal rights, and other social or moral considerations.

Important Disclosures

Registration as an Investment Adviser Representative does not imply a certain level of skill or training.  A full text of Northland’s Code of Ethics is available upon request.  Go to the Policies & Disclosures page for more information and the RIA Form ADV/Program Brochure.