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Brian McNally

President at Affiliated Private Investors

Firm officerUpdated

Brian McNally has been President of Affiliated Private Investors LLC, a West Palm Beach, FL investment adviser managing $534M, since December 1994.

31
Years in role
$534M
Firm AUM
27
Firm clients
2
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Brian McNally is a control person of Affiliated Private Investors and directly owns between 50% and 75% of it.

Affiliated Private Investors is an investment adviser based in West Palm Beach, FL, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $534 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
1096362
Role
President
In role since
December 1994 · 31 years
Control person
Yes
Direct ownership
50% to 75%
Firm headquarters
West Palm Beach, FL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brian McNally work?

Brian McNally has been President of Affiliated Private Investors LLC since December 1994, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Brian McNally’s record?

Brian McNally’s role is listed on Affiliated Private Investors LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 111545.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Affiliated Private Investors

Sources

  1. IAPD individual lookup, CRD 1096362, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Affiliated Private Investors LLC, filed 30 March 2026. Title, control and ownership bands.