A complete list of active advisors currently associated with Nytrx LLC

Warmer can help you find a great advisor at Nytrx LLC or one who fits your needs even better.

Nytrx LLC provides web-based investment management to individual investors and consulting services to employer-sponsored retirement plans. Its services include portfolio management using families of ETFs and stocks, direct indexing via Schwab Personalized Indexing, and retirement plan consulting available in both ERISA Section 3(21) (non‑discretionary) and 3(38) (discretionary investment manager) capacities. The firm delivers advice through an interactive website and online questionnaires, applying model-driven processes and Schwab’s iRebal platform for automated rebalancing and tax‑loss harvesting where eligible. Nytrx combines fundamental, quantitative, and technical analysis to select and manage ETF, stock, and cash allocations, and manages client accounts on a discretionary basis with custody at Schwab. Nytrx is notable among independent solo advisors for maintaining paid referral arrangements—specifically agreements with SmartAsset Advisors and 401k Advisor Line—to generate and accept client leads, a practice that is uncommon for peers. It is a small, software‑driven practice with roughly $2.6 million in assets and a limited client base, requires primarily electronic client interactions, and applies minimums for certain services such as personalized direct indexing.

To learn more about the advisors currently working at Nytrx LLC, 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.