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- Custodian
- Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-1994
- Office Locations
- 3
Office Locations
About Affiliated Private Investors LLC
Affiliated Private Investors LLC is a West Palm Beach-based RIA with 3 offices. The firm has been operating for 31 years. Managing $533.7M in total assets under management, with 2 advisory representatives. They custody assets with Northern Trust.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 9.8%, from $486.0M to $533.7M.
Across 5 reported observations, AUM decreased 8.0% between March 30, 2022 and March 30, 2026, from $580.4M to $533.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $9.9M in reported AUM per client.
The profile lists 3 reported office locations and 31 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
- Custodian
- Investment Themes
- Services
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The full Affiliated Private Investors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN JOHN MCNALLY
Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
ADRIENNE MARY GILL
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Drew McLaughlin
Investment Advisor
- CRD
- --
Clement McNally
Partner
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $533,716,823 | $9,883,645 |
| Non-Discretionary | $0 | -- |
| Total | $533,716,823 | $9,883,645 |
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Separately Managed Accounts
SMA allocation detail is available
Affiliated Private Investors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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