Greenwich Investment Management Firm Ranked No. 1 In CT By CNBC

GREENWICH, CT — First Selectman Fred Camillo and the town last month saluted Avity Investment Management, a firm based in town on Field Point Road, on achieving high rankings from CNBC on its 2023 Financial Advisor 100 list. The list was published last September.

The firm was ranked first in Connecticut, second in all of New England and 14th nationally, up from 29th in 2022. This was the fifth consecutive year Avity Investment Management made the CNBC FA 100 list.

"Avity Investment Management’s continued excellence over many decades is admirable in itself, but the high rankings are a testament to the dedication to high quality service that its customers have come to expect. We are proud to have them here in Greenwich as part of our business community," First Selectman Fred Camillo told Patch.

CNBC ranks firms based on criteria such as years in business, ratio of investment advisors to total employees, assets under management, compliance record and investment advisor credentials.

"We are grateful to CNBC for recognizing our firm and look forward to continuing to work hard to deliver superior service to our clients," Avity said in a news release earlier this year.

According to their website, Avity was founded in 1970, and has $1.7 billion in assets under management.