Your Future. Our Focus.
0
Year Founded0 Years
Average Client Relationshipas of March 2024
$0B
Assets Under Management6th Consecutive Year in CNBC Top 100
2019 | 2020 | 2021 | 2022 | 2023 | 2024
The annual CNBC FA 100 ranking was published on October 2, 2024 on www.cnbc.com. The methodology for the 2024 edition of CNBC’s annual FA 100 ranking of RIAs was prepared in partnership with data provider AccuPoint Solutions. A variety of core data points form AccuPoint Solutions’ database of RIAs were analyzed, ranging from the firm’s compliance record and years in business to total accounts and assets under management. CNBC receives no compensation from placing financial advisory firms on the list. Avity is required to pay a licensing fee for use of the CNBC logo in our marketing materials.
Heritage
founded in 1970, Avity was a pioneer in fee-based investment management
Independent
wholly owned and managed
by our principals
Access
every client benefits from a direct relationship with a principal of the firm
Trust and Transparency
Avity upholds its fiduciary duty to act solely in our clients’ best interests
Personalized
portfolios tailored to the specific
needs of the client
Our Approach
Understand Avity’s investment philosophy and process. Our approach combines rigorous research, collaborative decision-making, and a focus on long-term investment solutions.