Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Plsttsburgh, NY

Every SEC-registered financial advisor at a firm office in Plsttsburgh who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Plsttsburgh; the most are at Niles Asset Management, Inc. (1). 0 are also registered broker representatives.

CFP advisors in Plsttsburgh, A to Z

Every advisor in Plsttsburgh →
  • Terry L. NilesNiles Asset Management, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Plsttsburgh

Niles Asset Management, Inc. 1

CFP advisors in other New York cities

All of New York →

New York 996Rochester 128Melville 115Williamsville 66Garden City 63Pittsford 62Buffalo 58Albany 57Brooklyn 53Hauppauge 52Syracuse 50White Plains 43Tarrytown 36Latham 34Purchase 33Amherst 32Saratoga Springs 31Jericho 30Woodbury 26Staten Island 25Fairport 24New York City 24Rye Brook 23Elmsford 22

Questions

How many CFP financial advisors are in Plsttsburgh, NY?

1 SEC-registered investment adviser representatives at firm offices in Plsttsburgh, New York list the CFP designation; Niles Asset Management, Inc. employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Plsttsburgh?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.