# Invesco Advisers, Inc.

> 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.

- CRD: 105360
- Filed as: INVESCO ADVISERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105360
- AdvisorCensus page: https://advisorcensus.com/firm/invesco-advisers-inc-atlanta-ga-105360

## Quick answers

**How is Invesco Advisers, Inc. compensated?**
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.

**Where is Invesco Advisers, Inc. located?**
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).

**Is Invesco Advisers, Inc. registered with the SEC or a state?**
Invesco Advisers, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105360.

**How much does Invesco Advisers, Inc. manage?**
Invesco Advisers, Inc. reports $749,518,786,407 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (97% discretionary).

**How have Invesco Advisers, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Invesco Advisers, Inc. serve?**
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).

**Which custodians does Invesco Advisers, Inc. use?**
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.

**Does Invesco Advisers, Inc. report any disciplinary disclosures?**
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

**What changed in Invesco Advisers, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Changed its office addresses in Los Angeles, CA. Changed its office addresses in Seattle, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Amalgamated Trust and Savings Bank
- Bank of New York Mellon
- JPMorgan Chase
- State Street Bank & Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $749,518,786,407
- Discretionary: $730,503,852,494
- Non-discretionary: $19,014,933,913

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | 2 | $18,959,488 |
| Investment companies | 200 | $459,290,944,227 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 198 | $129,332,076,589 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 86 | $41,876,940,692 |
| Charitable organizations | 2 | $125,589,666 |
| State or municipal government entities (including government pension plans) | 30 | $29,644,606,262 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | 23 | $11,208,169,334 |
| Sovereign wealth funds and foreign official institutions | 13 | $14,152,263,042 |
| Corporations or other businesses not listed above | 62 | $47,766,978,594 |
| Other | 81,882 | $16,102,258,513 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1988 (37 years)
- Employees: 2,804 total, 713 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 6 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.D(1): 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?
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105360

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Austin, TX
- Boston, MA
- Dallas, TX
- Downers Grove, IL
- Greenwood Village, CO
- Houston, TX
- Los Angeles, CA
- Louisville, KY
- New York, NY
- Newport Beach, CA
- Rochester, NY
- San Francisco, CA
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- inreit.com
- institutional.invesco.com
- invesco.com
- invesco.com/incref
- invesco.com/inreit
- invesco.com/us
- LinkedIn @invesco-ltd
- LinkedIn @invescous
- YouTube @OppenheimerFunds

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $702,598,252,363 | 3,154 | September 21, 2021 |
| October 2022 | $804,869,054,793 | 3,059 | September 20, 2022 |
| October 2023 | $738,307,405,774 | 3,060 | March 31, 2023 |
| October 2024 | $746,325,416,693 | 2,895 | July 31, 2024 |
| October 2025 | $756,881,223,229 | 2,872 | March 28, 2025 |
| October 2026 | $749,518,786,407 | 2,804 | June 11, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Changed its office addresses in Los Angeles, CA.
- Changed its office addresses in Seattle, WA.

### April 2026
- Employees performing advisory functions went from 787 to 713.
- Added an office in Los Angeles, CA.
- Added an office in Newport Beach, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invesco Advisers, Inc. (CRD 105360): Form ADV filing data as of October 2026.