AVITY INVESTMENT MANAGEMENT INC.

RIASEC RegisteredEst. 1970

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$2.5M

Accounts

826

Employees

Advisory reps

Firm details

Headquarters: GREENWICH, Connecticut
CRD number: 104623
Registered since: March 26, 1970
Website: avityim.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI83.56%
Charitable Organizations8.79%
Corporations / Businesses4.4%
Pension & Profit Sharing Plans2.67%
Individuals0.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Avity Investment Management Inc. is a long-established advisory firm focused on managing portfolios for high-net-worth individuals, families and institutions. The firm charges fee-based, percentage-of-AUM advisory fees and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting among its primary advisory activities. Its filings and asset mix show a clear tilt toward publicly traded equities and exchange-traded products as the dominant engine of client portfolios rather than private-market or niche alternative strategies. The firm has received external recognition for its scale and client work, including repeated listings by CNBC among its Top 100 Financial Advisory Firms (2019–2022, 2025) and inclusion on Forbes’ Top RIA Firms list in 2024. Avity does not identify as an active ESG investor on its filings and is not registered as a multi-state adviser.