SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Invesco Advisers, Inc.
Atlanta, GA
CRD 105360
Firm filing updated June 11, 2026 ·
- $749.5BAssets
- 713Advisory staff
- 82,498Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Investment companies200
- Pooled vehicles198
- Pension and profit sharing plans86
- Corporations or other businesses62
- State or municipal government entities (including government pension plans)30
- and 2 more36
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | Fewer than 5 clients | $0 |
| Banking or thrift institutions | Fewer than 5 clients | $19.0 million |
| Investment companies | 200 | $459.3 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 198 | $129.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 86 | $41.9 billion |
| Charitable organizations | Fewer than 5 clients | $125.6 million |
| State or municipal government entities (including government pension plans) | 30 | $29.6 billion |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | 23 | $11.2 billion |
| Sovereign wealth funds and foreign official institutions | 13 | $14.2 billion |
| Corporations or other businesses not listed above | 62 | $47.8 billion |
| Other: "THE "OTHER" CATEGORY INCLUDES SMAS, CDOS, NON-IVZ RETAIL FUNDS, TWO JAPANESE RETAIL FUNDS AND THE INVESCO IVR." | 81,882 | $16.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS"
Assets and accounts
- Regulatory assets$749.5 billion
- Accounts82,498
- Discretionary$730.5 billion · 2,828 accounts
- Non-discretionary$19.0 billion · 79,670 accounts
People
- Employees2,804
- Advisory staff713
- Broker-dealer reps609
- Licensed insurance agents0
- Planning clients0
Advisors
126 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105360, SEC file 801-33949.
- Registered with the SEC as an investment advisor (status date on record: December 30, 1988).
Is Invesco Advisers, Inc. a fiduciary?
Short answer: Invesco Advisers, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 609 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.