MACRO ADVISORS, INC.
SEC RegisteredFocusing on the MACRO Picture
About the firm
Macro Advisors, Inc. is an independent full-service financial and investment planning firm based out of York, PA serving clients both locally and nationwide. Since 2002, they have served as a resource for both business and individual investors in all areas of financial planning. The firm is a registered independent investment advisor (RIA) and SEC registered investment advisory firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Planning, Retirement Planning, Estate Planning, Net Worth & Cashflow Planning, Net Worth Assessment, and Protection Planning.
Who they serve
Both business and individual investors, served locally in York, Pennsylvania and the surrounding communities, as well as nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 603 | $152M |
| High Net Worth Individuals | 66 | $206M |
| Charitable Organizations | 5 | $11M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 1.50% |
| From $250,001 to less than $500,000 | 1.25% |
| From $500,001 to less than $1,000,000 | 1.00% |
| $1,000,001 and above | — |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MACRO ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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