Wealth manager, independent · York, PA
Macro Advisors, Inc.
SEC-registered investment adviser · CRD 118832 · SEC 801-117443
At a glance
Macro Advisors, Inc. is an SEC-registered investment adviser based in York, Pennsylvania, with $371 million in regulatory assets under management as of its Form ADV filed May 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 669 individual clients. By Form ADV it is a wealth manager, ranked 3,739th of 8,915 wealth managers and 9,149th of 17,210 SEC-registered advisers by assets.
Main office 717-764-4566macroadv.comAs filed on Form ADV
- Regulatory AUM
- $371M
- Rank among wealth managers
- #3,739 of 8,915
- Rank among all SEC RIAs
- #9,149 of 17,210
- Rank in Pennsylvania
- #340 of 564
- Individual clients
- 669
- High-net-worth clients
- 66
- Accounts
- 1,649
- Discretionary
- 97% of AUM
- Employees
- 9
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Jay M. DesaiChairman/chief Compliance Officer
- Mahir J. DesaiChief Executive Officer
- Mikesh J. DesaiPresident, Chief Operating Officer
- Dipal H. PatelChief Financial Officer
- Darshana J. DesaiCorporate Secretary
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 66 | $206M | 55% |
| Individuals | 603 | $152M | 41% |
| Pension and profit sharing plans | 5 | $11M | 3% |
| Charitable organizations | 3 | $2M | <1% |
| Corporations or other businesses | 6 | $1M | <1% |
Disciplinary disclosures
Macro Advisors, Inc. 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
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗macroadv.com ↗
AtlasMembers
The full record on Macro Advisors, Inc.
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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 6,213 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Macro Advisors, Inc. manage?
Macro Advisors, Inc. reports $371 million in regulatory assets under management across 1,649 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 27, 2026.
What kind of firm is Macro Advisors, Inc.?
Macro Advisors, Inc. 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 Macro Advisors, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($206 million, 66 clients); individuals ($152 million, 603 clients); pension and profit sharing plans ($11 million, 5 clients).
Does Macro Advisors, Inc. have any disciplinary history?
Macro Advisors, Inc. 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 Macro Advisors, Inc.’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 (2026-05-27), 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 →