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John McAndrew Financial Advisors LLC
John McAndrew Financial Advisors LLC is a San Mateo-based multi-family office founded by John McAndrew that provides financial planning, portfolio...
John McAndrew Financial Advisors LLC
John McAndrew Financial Advisors LLC is a San Mateo-based multi-family office founded by John McAndrew that provides financial planning, portfolio management, and estate strategies to affluent families. The firm operates as a registered investment advisor (RIA) and structures itself around client relationships rather than product sales. Strategy centers on asset allocation across public equities, fixed income, private credit, and direct real estate — with an emphasis on tax-efficient structures and generational wealth transfer. The firm's deals are sourced through its network of estate attorneys, CPAs, and trust officers, and it co-invests alongside clients in select real estate projects and private credit instruments. Geographic focus is primarily the San Francisco Bay Area and broader Western US. The firm has not publicly disclosed its AUM, team size, or recent portfolio activity. No additional offices or philanthropic vehicles have been identified. Public records indicate the firm is structured as an LLC and regulated by the SEC under RIA rules. A structural differentiator is John McAndrew's hybrid model — operating as an RIA that offers multi-family office services without the overhead of a traditional single-family office. This allows the firm to serve wealth that has not yet reached institutional scale while maintaining fiduciary duty and direct client access.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Mateo
Corporate office
San Mateo, CA, United States
Principals
John McAndrew
Principal, Founder
Sector focus
Frequently asked questions
Who runs investment decisions at John McAndrew Financial Advisors?
John McAndrew is the principal and founder, making final investment decisions for clients. The firm does not publicly list other investment professionals, but as an RIA it may employ support staff for portfolio analysis and client service.
Is John McAndrew Financial Advisors a single-family office or a multi-family office?
The firm operates as a multi-family office (MFO) serving multiple unrelated wealthy families, structured as a registered investment advisor. This model allows it to provide personalized family office services — estate planning, tax strategy, and direct investments — to clients who may not have the wealth to support a dedicated single-family office.
What investment stages does the firm target?
The firm focuses on liquid public markets (stocks and bonds), private credit, and direct real estate. It does not appear to target venture capital or early-stage equity, which is consistent with its wealth management orientation.
Does John McAndrew Financial Advisors participate in fund commitments or only direct deals?
The firm appears to allocate across both fund vehicles (e.g., mutual funds, ETFs) and direct investments, particularly in real estate and private credit, citing its ability to co-invest alongside clients in tailored vehicles. Exact fund vs. direct ratio is not disclosed.
Where does the underlying wealth come from?
The firm's client wealth originates from a mix of entrepreneurial exits, family business liquidity, real estate appreciation, and inherited assets, concentrated in the Bay Area technology and professional-services sectors. Individual client identities are not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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