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 an independently owned registered investment adviser that has been SEC-registered since 1970. The firm charges clients on a percentage-of-AUM basis and serves both individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and pension consulting services. Avity is not an active ESG investor and is not structured as a multi-state adviser or a capital allocator. The firm has been recognized in industry rankings, including repeated appearances on CNBC’s Top 100 Financial Advisory Firms list (2019–2022 and 2025) and a Forbes Top RIA Firms mention in 2024.