The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

75. Avity Investment Management

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Avity Investment Management, based in Greenwich, Connecticut, is ranked No. 75 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $2 billion
Accounts Under Management: 828
Years in Business: 55

  • Accepts clients in all 50 states
  • Physical offices in Connecticut
  • $5 million minimum asset threshold

Leadership and Contact Information:
Edward Long, principal
Park Duncan, principal

avityim.com
80 Field Point Road, Greenwich, CT 06830
(203) 629-2800

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