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- Custodian
- Apex ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2008
- Office Locations
- 1
Office Locations
About Marketriders
MarketRiders provides web-based, do-it-yourself portfolio management for investors who want to build and maintain a globally diversified, low-cost, ETF-based retirement portfolio. The platform supports portfolio construction, ongoing monitoring/notifications, and fee-aware rebalancing, and can be used with most brokerage accounts (including Schwab, Fidelity, Vanguard). Portfolios are based on asset-allocation methods developed by Nobel Laureates, with optional support when needed.
Reported data analysis
What the numbers show
Between October 29, 2025 and March 30, 2026, reported AUM decreased 25.3%, from $485.6M to $363.0M.
Across 5 reported observations, AUM decreased 16.1% between March 24, 2022 and March 30, 2026, from $432.8M to $363.0M.
Of the latest reported AUM, 5.7% is discretionary and 94.3% is non-discretionary.
The firm reports 4 advisory representatives and 521 clients, or 130.3 clients per representative. That equates to $696.7K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Marketriders record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Patrick NICHOLAS Manders
Chief Compliance Officer
- CRD
- #6658729
- Ownership
- Less than 5%
KRISTOPHER ALEXANDER WALLACE
Chief Executive Officer
- CRD
- #2363185
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Yi-Ling Chen
--
- CRD
- #7521340
Richard Brian Connor
Financial Advisor
- CRD
- #2364764
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,732,170 | $215,960 |
| Non-Discretionary | $342,252,982 | $898,302 |
| Total | $362,985,152 | $760,975 |
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Separately Managed Accounts
SMA allocation detail is available
Marketriders has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.