# Terry Niles

> Terry Niles is a fee-only financial advisor at Niles Asset Management in Plsttsburgh, New York, who holds the CFP credential. Niles Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/terry-niles/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Niles Asset Management
- **Based in:** Plsttsburgh, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $96.4M across 404 accounts
- **Credentials:** CFP
- **CRD:** 4648508 (https://adviserinfo.sec.gov/individual/summary/4648508)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.nilesam.com

## Frequently asked questions

### Is Terry Niles a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Terry holds no broker registration, and Niles Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Terry charge for financial advice?

Terry's firm, Niles Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Terry Niles based?

Terry Niles is based in Plsttsburgh, New York.

### What credentials does Terry Niles hold?

Terry Niles holds the CFP credential.

### Is Terry Niles registered with the SEC?

Yes. Terry Niles is registered as an investment adviser representative in NY (CRD 4648508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Niles Asset Management manage?

Niles Asset Management reports $96.4M across 404 accounts in assets under management.

### How do I contact Terry Niles?

Through Terry's website, www.nilesam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4648508): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.