A complete list of active advisors currently associated with FDx Advisors, Inc.
Warmer can help you find a great advisor at FDx Advisors, Inc. or one who fits your needs even better.
FDx Advisors, Inc. provides investment advisory and consulting services to institutional clients—banks, trust companies, broker-dealers, other registered investment advisers, and institutional retirement plans—primarily acting as a sub-adviser and platform provider. Services include access to a Unified Overlay Management Program, discretionary and non‑discretionary overlay execution, and separately managed account (SMA) support for clients that then use those services with their end customers. The firm’s investment approach relies on proprietary analytics (including a capital markets framework using Black–Litterman and inverse optimization) and the selection and oversight of third‑party “Alpha Providers” and SMA managers through the Envestnet PMC research process. FDx provides both implementation/execution as an Overlay Manager and access to approved strategies, and it monitors strategies using Envestnet’s quantitative and qualitative due diligence and ongoing reconciliation processes. Compared with many peers, FDx is notable for its integration with a broader Envestnet group that includes affiliated broker‑dealers and an insurance agency (and a FINRA‑member affiliate that supports annuity distribution), and for serving other investment advisers as institutional clients rather than retail individuals. The firm also uses a mix of fee arrangements—negotiated asset-based fees alongside fixed, set‑up and annual fees and program administration charges—and makes proprietary offerings (e.g., ActivePassive™ ETFs) and third‑party manager selections available on its platform; it does not operate as a private fund adviser.
To learn more about the advisors currently working at FDx Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")