Avity Investment Management Inc.

RIASEC Registered

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 independent registered investment adviser organized as a corporation and owned by individuals. The firm is SEC-registered (registered in 1970) and operates on a percentage-of-assets fee model. Its client base spans high-net-worth individuals and families as well as institutional clients. Core advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Avity reports a preference for equity exposure, is not an active ESG investor, and does not present itself as a capital allocator or a multi-state adviser. Avity has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms lists in 2019, 2020, 2021, 2022 and 2025, and on Forbes’ Top RIA Firms list in 2024.