Asset manager · Atlanta, GA
Invesco Advisers, Inc.
SEC-registered investment adviser · CRD 105360 · SEC 801-33949
At a glance
Invesco Advisers, Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $749.5 billion in regulatory assets under management as of its Form ADV filed June 11, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 25th of 3,218 asset managers and 31st of 17,210 SEC-registered advisers by assets.
Main office 404-892-0896invesco.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $750B
- Rank among asset managers
- #25 of 3,218
- Rank among all SEC RIAs
- #31 of 17,210
- Rank in Georgia
- #1 of 331
- Clients
- 82,498
- Accounts
- 82,498
- Discretionary
- 97% of AUM
- Employees
- 2,804
- Advisory staff
- 713
- Offices
- 15
Owners and executives on its Form ADV
- Jeffrey H. KuporDirector
- Todd KuehlChief Compliance Officer
- Laura A. DukesDirector
- Terry G. VacheronChief Financial Officer
- Mark W. GregsonChief Accounting Officer and Controller
- Tony L. WongChairman, Director, President, and Chief Executive Officer
Custody and brokerage
4 custodians
- BNY$40B34%
- State Street$36B31%
- J.P. Morgan$25B21%
- Amalgamated Trust and Savings Bank$18B15%
Broker-dealer
Hybrid RIA
Invesco Advisers, Inc. is a hybrid RIA: 609 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Invesco Capital Markets, Inc. and Invesco Distributors, Inc..
- Invesco Capital Markets, Inc. ↗CRD 6939
- Invesco Distributors, Inc. ↗CRD 7369
Its Form ADV brochure (filed June 2026) names Invesco Distributors and Invesco Capital Markets as the broker-dealer its advisers are registered with.
Certain management persons of Invesco Advisers are registered representatives of IDI and ICMI and Associated Persons with the National Futures Association.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 200 | $459B | 61% |
| Pooled investment vehicles | 198 | $129B | 17% |
| Corporations or other businesses | 62 | $48B | 6% |
| Pension and profit sharing plans | 86 | $42B | 6% |
| State or municipal government entities | 30 | $30B | 4% |
| Other | 81,882 | $16B | 2% |
| Sovereign wealth funds and foreign official institutions | 13 | $14B | 2% |
| Insurance companies | 23 | $11B | 1% |
| Charitable organizations | 2 | $126M | <1% |
| Banking or thrift institutions | 2 | $19M | <1% |
Private funds
Invesco Advisers, Inc. reports 30 private funds with $64B in gross assets: hedge funds, real estate funds, liquidity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Invesco Advisers, Inc. answers yes to 9 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗invesco.com ↗
AtlasMembers
The full record on Invesco Advisers, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 53 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Invesco Advisers, Inc. manage?
Invesco Advisers, Inc. reports $749.5 billion in regulatory assets under management across 82,498 accounts, 97% of it on a discretionary basis, on its Form ADV filed June 11, 2026.
What kind of firm is Invesco Advisers, Inc.?
Invesco Advisers, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Invesco Advisers, Inc.’s clients?
By assets, its largest client types are investment companies ($459.3 billion, 200 clients); pooled investment vehicles ($129.3 billion, 198 clients); corporations or other businesses ($47.8 billion, 62 clients).
Does Invesco Advisers, Inc. manage private funds?
Yes. It reports 30 private funds with $64.4 billion in gross assets, including hedge funds, real estate funds, liquidity funds, other private funds.
Does Invesco Advisers, Inc. have any disciplinary history?
Invesco Advisers, Inc. answers yes to 9 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Invesco Advisers, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →