MarketRiders
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MarketRiders (doing business as SogoTrade Asset Management) provides both managed account services and a subscription-based online platform for individuals, high-net-worth clients, small business owners, and institutional users such as unaffiliated advisors and family offices. The firm offers ETF-based portfolio construction and ongoing account monitoring for managed accounts, while the subscription service gives users access to MarketRiders’ portfolio-building software and rebalancing guidance.
The firm’s investment process is driven by proprietary algorithms grounded in modern portfolio theory that generate ETF allocations and rebalance recommendations, with human portfolio managers and financial advisors reviewing and approving trades before execution. MarketRiders also offers distinct strategies that include buy-write (covered call) approaches and allocations to actively managed, derivatives-based YieldMax ETFs, exposing clients to options and single-stock synthetic strategies alongside diversified ETF exposures.
MarketRiders is notable for the scale of its non-discretionary platform: the brochure shows substantially more assets advised or on the subscription platform than held in discretionary management, and the firm explicitly operates both a subscription product and a SAM Wrap Fee Program. It is also affiliated with an introducing broker-dealer and clearing arrangements through related entities, a structure the firm discloses as a potential source of conflicts and that it addresses in its policies; the firm additionally communicates with clients through regular email reports and newsletters.
Client services
Expertise
Fee options
0.75% annually for Standard Service managed accounts; additional negotiated fee up to 0.75% for Enhanced Service accounts
$14.95 monthly or $149.95 annually for Online Subscription Service
Account minimum: $1,000 for Core Portfolios, $25,000 for Risk Optimized Portfolios Minimum fee: Minimum monthly fee of $5
Main office
1 McBride & Son Center Dr., Suite 288
Chesterfield MO 63005
Advisors at this office
3
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Kentucky · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Marketriders · Marketriders, Inc. · Name 201 · Sogotrade Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Yi Ling C
Series 66
Chesterfield, MO
MarketRiders
Yi Ling Chen is an investment adviser representative with MarketRiders and holds a Series 66 designation. She has three years of industry experience and previously held academic positions at National Sun Yat-sen University and the University of Missouri - St. Louis. MarketRiders provides managed account services and a subscription-based platform to individuals, high-net-worth clients, small business owners, and institutional users. The firm employs proprietary algorithms based on modern portfolio theory for ETF allocation and rebalancing, with human oversight of trades.
Richard C
Series 63, Series 66
Chesterfield, MO
MarketRiders
Richard Connor is a financial advisor with MarketRiders, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Clearing Services, and Scottrade, Inc. He is part of a five-advisor team at MarketRiders. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription online platform and a managed account service. The firm uses proprietary algorithms based on modern portfolio theory to build and manage ETF portfolios, combining a subscription model with a wrap-fee program and emphasizing mostly non-discretionary asset management.
Kristopher W
Series 63, Series 66
Chesterfield, MO
MarketRiders
Kristopher Wallace is a financial advisor at MarketRiders with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with MarketRiders since 2016. Wallace is involved with the St Louis Investment Club, an investment club with mostly passive participation. MarketRiders serves individual and high-net-worth investors, small business owners, and institutional clients through a subscription platform offering portfolio construction tools and recommendations, as well as a managed account service via a wrap-fee program. The firm employs ETF-based portfolio management grounded in modern portfolio theory, utilizing proprietary algorithms reviewed by portfolio managers before execution.
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