A complete list of active advisors currently associated with MarketRiders

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

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.

To learn more about the advisors currently working at MarketRiders, 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.