Wealth manager, independent · Chesterfield, MO
Marketriders
Marketriders, Inc. · SEC-registered investment adviser · CRD 147963 · SEC 801-69514
At a glance
Marketriders is an SEC-registered investment adviser based in Chesterfield, Missouri, with $363 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is individuals, and it reports 477 individual clients. By Form ADV it is a wealth manager, ranked 3,809th of 8,915 wealth managers and 9,254th of 17,210 SEC-registered advisers by assets.
Main office 866-990-3837marketriders.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $363M
- Rank among wealth managers
- #3,809 of 8,915
- Rank among all SEC RIAs
- #9,254 of 17,210
- Rank in Missouri
- #114 of 196
- Individual clients
- 477
- High-net-worth clients
- 1
- Accounts
- 477
- Discretionary
- 6% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Kristopher A. WallaceChief Executive Officer
- Patrick N. MandersChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Marketriders is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Sogotrade, Inc..
- Sogotrade, Inc. ↗CRD 17912
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 476 | $355M | 98% |
| High-net-worth individuals | 1 | $8M | 2% |
Disciplinary disclosures
Marketriders reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Subscription fees
Form ADV and brochures on the SEC’s adviser search ↗marketriders.com ↗
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The full record on Marketriders
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,261 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Marketriders manage?
Marketriders reports $363 million in regulatory assets under management across 477 accounts, 6% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Marketriders?
Marketriders is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Marketriders’s clients?
By assets, its largest client types are individuals ($355 million, 476 clients); high-net-worth individuals ($8 million, 1 clients).
Does Marketriders have any disciplinary history?
Marketriders reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Marketriders’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →