{
  "crd_number": 105360,
  "slug": "invesco-advisers-inc-atlanta-ga-105360",
  "primary_business_name": "INVESCO ADVISERS, INC.",
  "legal_name": "INVESCO ADVISERS, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-12-30",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": 749518786407.0,
  "raum_discretionary": 730503852494.0,
  "raum_non_discretionary": 19014933913.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 2804,
  "advisory_employees": 713,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 16102258513.0,
      "count": 81882,
      "description": "THE \"OTHER\" CATEGORY INCLUDES SMAS, CDOS, NON-IVZ RETAIL FUNDS, TWO JAPANESE RETAIL FUNDS AND THE INVESCO IVR."
    },
    "charitable": {
      "raum": 125589666.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 18959488.0,
      "count": 2,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 29644606262.0,
      "count": 30
    },
    "insurance_companies": {
      "raum": 11208169334.0,
      "count": 23
    },
    "investment_companies": {
      "raum": 459290944227.0,
      "count": 200
    },
    "pension_profit_sharing": {
      "raum": 41876940692.0,
      "count": 86
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 129332076589.0,
      "count": 198
    },
    "corporations_other_businesses": {
      "raum": 47766978594.0,
      "count": 62
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 14152263042.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 6,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://inreit.com",
    "https://institutional.invesco.com",
    "https://invesco.com",
    "https://invesco.com/incref",
    "https://invesco.com/inreit",
    "https://invesco.com/us",
    "https://linkedin.com/company/invesco-ltd/posts?feedView=all",
    "https://linkedin.com/showcase/invescous/about",
    "https://youtube.com/user/OppenheimerFunds"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105360",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/invesco-advisers-inc-atlanta-ga-105360",
  "display_name": "Invesco Advisers, Inc.",
  "summary": "Invesco Advisers, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.",
  "citation": "AdvisorCensus. Invesco Advisers, Inc. (CRD 105360): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Invesco Advisers, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Invesco Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Invesco Advisers, Inc. located?",
      "a": "Invesco Advisers, Inc.'s principal office is in Atlanta, GA, according to its Form ADV; the July 2026 filing also lists 13 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Invesco Advisers, Inc. registered with the SEC or a state?",
      "a": "Invesco Advisers, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105360."
    },
    {
      "q": "How much does Invesco Advisers, Inc. manage?",
      "a": "Invesco Advisers, Inc. reports $749,518,786,407 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (97% discretionary)."
    },
    {
      "q": "How have Invesco Advisers, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Invesco Advisers, Inc.: Regulatory assets under management: $702,598,252,363 in the October 2021 data and $749,518,786,407 in the October 2026 data, up 7%. Total employees: 3,154 in October 2021 and 2,804 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Invesco Advisers, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (81,882); investment companies (200); pooled investment vehicles (other than investment companies and business development companies) (198)."
    },
    {
      "q": "Which custodians does Invesco Advisers, Inc. use?",
      "a": "Invesco Advisers, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Trust and Savings Bank, Bank of New York Mellon, JPMorgan Chase and State Street Bank & Trust as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Invesco Advisers, Inc. report any disciplinary disclosures?",
      "a": "Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105360"
    },
    {
      "q": "What changed in Invesco Advisers, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Changed its office addresses in Los Angeles, CA. Changed its office addresses in Seattle, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 702598252363.0,
      "total_employees": 3154,
      "filing_date": "2021-09-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 804869054793.0,
      "total_employees": 3059,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 738307405774.0,
      "total_employees": 3060,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 746325416693.0,
      "total_employees": 2895,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 756881223229.0,
      "total_employees": 2872,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 749518786407.0,
      "total_employees": 2804,
      "filing_date": "2026-06-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Changed its office addresses in Los Angeles, CA.",
        "Changed its office addresses in Seattle, WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 787 to 713.",
        "Added an office in Los Angeles, CA.",
        "Added an office in Newport Beach, CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Amalgamated Trust and Savings Bank",
      "name_as_filed": "AMALGAMATED TRUST AND SAVINGS BANK",
      "affiliated": false
    },
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase",
      "name_as_filed": "JPMORGAN CHASE",
      "affiliated": false
    },
    {
      "name": "State Street Bank & Trust",
      "name_as_filed": "STATE STREET BANK & TRUST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/invesco-advisers-inc-atlanta-ga-105360.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 18959488.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 200,
      "fewer_than_5": false,
      "raum": 459290944227.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 198,
      "fewer_than_5": false,
      "raum": 129332076589.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 41876940692.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 125589666.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 29644606262.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 23,
      "fewer_than_5": false,
      "raum": 11208169334.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 13,
      "fewer_than_5": false,
      "raum": 14152263042.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 62,
      "fewer_than_5": false,
      "raum": 47766978594.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 81882,
      "fewer_than_5": false,
      "raum": 16102258513.0
    }
  ],
  "disclosure_line": "Reports 6 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105360",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}