Macro Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in York, PA. Its latest Form ADV filing, dated March 27, 2026, reports $371M in regulatory assets under management, 9 employees, 1 office, and 1,649 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
603
2
HNWI
9.7%
66
3
Corporations
0.9%
6
4
Pension Plans
0.7%
5
5
Charitable
0.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of March 27, 2026
Discretionary97.2%
$361M
97% of total RAUM97.2%
Non-discretionary2.8%
$10M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$371M
Total Accounts1,649
10Y AUM Change+$263M (+244.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee76:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.