Clients
Invesco Advisers serves 82,498 clients, 81,882 of them other clients. The average client has about $9.1 million with the firm.
- Investment companies200 clients61%
- Pooled investment vehicles198 clients17%
- Pension and profit-sharing plans86 clients6%
- State or municipal government entities30 clients4%
- Corporations and other businesses62 clients6%
- OtherOther, Banking or thrift institutions, Charitable organizations, Insurance companies, Sovereign wealth funds and foreign official institutions6%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 2 | $18,959,488 | 0.0% | $9.48M |
| Investment companies | 200 | $459,290,944,227 | 61.3% | $2.30B |
| Pooled investment vehicles | 198 | $129,332,076,589 | 17.3% | $653.2M |
| Pension and profit-sharing plans | 86 | $41,876,940,692 | 5.6% | $486.9M |
| Charitable organizations | 2 | $125,589,666 | 0.0% | $62.8M |
| State or municipal government entities | 30 | $29,644,606,262 | 4.0% | $988.2M |
| Insurance companies | 23 | $11,208,169,334 | 1.5% | $487.3M |
| Sovereign wealth funds and foreign official institutions | 13 | $14,152,263,042 | 1.9% | $1.09B |
| Corporations and other businesses | 62 | $47,766,978,594 | 6.4% | $770.4M |
| Other | 81,882 | $16,102,258,513 | 2.1% | $197K |
| Total | 82,498 | $749,518,786,407 | 100% | $9.09M |
- Clients
- 2
- Regulatory AUM
- $18,959,488
- Share
- 0.0%
- Avg. per client
- $9.48M
- Clients
- 200
- Regulatory AUM
- $459,290,944,227
- Share
- 61.3%
- Avg. per client
- $2.30B
- Clients
- 198
- Regulatory AUM
- $129,332,076,589
- Share
- 17.3%
- Avg. per client
- $653.2M
- Clients
- 86
- Regulatory AUM
- $41,876,940,692
- Share
- 5.6%
- Avg. per client
- $486.9M
- Clients
- 2
- Regulatory AUM
- $125,589,666
- Share
- 0.0%
- Avg. per client
- $62.8M
- Clients
- 30
- Regulatory AUM
- $29,644,606,262
- Share
- 4.0%
- Avg. per client
- $988.2M
- Clients
- 23
- Regulatory AUM
- $11,208,169,334
- Share
- 1.5%
- Avg. per client
- $487.3M
- Clients
- 13
- Regulatory AUM
- $14,152,263,042
- Share
- 1.9%
- Avg. per client
- $1.09B
- Clients
- 62
- Regulatory AUM
- $47,766,978,594
- Share
- 6.4%
- Avg. per client
- $770.4M
- Clients
- 81,882
- Regulatory AUM
- $16,102,258,513
- Share
- 2.1%
- Avg. per client
- $197K
Total
- Clients
- 82,498
- Regulatory AUM
- $749,518,786,407
- Share
- 100%
- Avg. per client
- $9.09M
What it does
Invesco Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Invesco Advisers provided financial planning to 0 clients last fiscal year and advises 30 private funds.
97.5% of assets ($730.50B across 2,828 accounts) are managed with discretion; $19.01B across 79,670 accounts are not. $901.7M sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks39%
- Bonds21%
- U.S. government and agency bonds8%
- High-yield corporate bonds7%
- Investment grade corporate bonds5%
- Sovereign bonds1%
- Cash8%
- Other32%
- The "other" category includes asset backed securities, collateralized mortgage obligaton - non agency, loans, stable value wrap contracts, catastrophe bonds and real estate.31%
- Derivatives1%
Custodians
Invesco Advisers’ client accounts are held mainly at Bank of New York Mellon, with 5% of managed assets, and State Street Bank & Trust, with 5%. Invesco Advisers has custody of $50.36B for 36 clients.
- State Street Bank & TrustState Street Bank & Trust · Boston, MA · $36.29B5%
- J.P. MorganJpmorgan Chase · New York, NY · $24.57B3%
- Bank of New York MellonBank of New York Mellon · Brooklyn, NY · $39.86B5%
- Amalgamated Trust and Savings BankAmalgamated Trust and Savings Bank · New York, NY · $17.79B2%
- All other custodians$631.00B84%
Ownership and leadership
Invesco Group Services, Inc. owns 75% or more of Invesco Advisers, and Tony Wong is its CEO.
- Owns 75% or more of Invesco Advisers, Inc.
Invesco Group Services, Inc.
Control person · since June 2018
- Owns 75% or more of Invesco Group Services, Inc.
Oppenheimerfunds, Inc. (us)
Control person · since May 2019
- Owns 75% or more of Oppenheimerfunds, Inc. (us)
Oppenheimer Acquisition Corp
Control person · since May 2019
- Owns 75% or more of Oppenheimer Acquisition Corp
Invesco Holding Company (us), Inc.
Control person · since May 2019
- Owns 75% or more of Invesco Holding Company (us), Inc.
Invesco Holding Company Limited
Control person · since January 2002
- Owns 75% or more of Invesco Holding Company Limited
Invesco LTD.
Control person · since January 2002
Leadership
- Tony WongChairman, Director, President, and Chief Executive Officer
- Terry VacheronChief Financial Officer
- Todd KuehlChief Compliance Officer
- Laura DukesDirector
- Mark GregsonChief Accounting Officer and Controller
- Jeffrey KuporDirector
Staff
- 2,804 employees
- 713 in advisory functions
- 210 state-registered reps
- 609 broker-dealer reps
Fees
Invesco Advisers is paid through a percentage of assets under management and performance-based fees.
Invesco Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Invesco Advisers has 14 offices, with 15 listed addresses across 9 states.
California · 4 listed addresses
- 620 Newport Center, Newport Beach
- 101 California Street, San Francisco
- 1800 Avenue of the Stars, Los Angeles
- 23 Corporate Plaza, Newport Beach
Texas · 3 listed addresses
- 11 Greenway Plaza, Houston
- 2300 N Field Street, Dallas
- 303 Colorado Street, Austin
New York · 2 listed addresses
- 225 Liberty Street, New York
- 350 Liden Oaks, Rochester
Colorado · 1 listed address
- 6400 S Fiddlers Green Circle, Greenwood Village
Georgia · 1 listed address
- 1331 Spring Street NW, Suite 2500, AtlantaHQ
Illinois · 1 listed address
- 3500 Lacey Road, Downers Grove
Kentucky · 1 listed address
- 400 West Market Street, Louisville
Massachusetts · 1 listed address
- 100 Federal Street, Boston
Washington · 1 listed address
- 1700 Seventh Avenue, Seattle
Registration details
- Legal name
- Invesco Advisers, Inc.
- Headquarters
- 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
- Phone
- 404-892-0896
- Website
- www.invesco.com/inreit
- SEC file
- 801-33949
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Invesco Advisers have?
Invesco Advisers has 82,498 clients and manages $749.5 billion for them, as of June 2026. They include 81,882 other clients, 200 investment companies and 198 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Invesco Advisers offer?
Invesco Advisers provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Invesco Advisers use?
Invesco Advisers’ separately managed account assets are held at Bank of New York Mellon (Brooklyn, NY), with $39,855,274,629, State Street Bank & Trust (Boston, MA), with $36,292,553,042, Jpmorgan Chase (New York, NY), with $24,574,562,785 and Amalgamated Trust and Savings Bank (New York, NY), with $17,794,302,064. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Invesco Advisers have?
Invesco Advisers has 210 investment adviser representatives registered with state securities authorities, out of 2,804 employees, and 713 perform investment advisory functions. 609 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Invesco Advisers invest in?
At the end of its last fiscal year, Invesco Advisers’ separately managed accounts held 39% exchange-traded equities, 31% the "other" category includes asset backed securities, collateralized mortgage obligaton - non agency, loans, stable value wrap contracts, catastrophe bonds and real estate., 8% U.S. government and agency bonds, 8% cash and equivalents, 7% high-yield corporate bonds, 5% investment grade corporate bonds, 1% sovereign bonds and 1% derivatives. It advises 30 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Invesco Advisers?
Invesco Advisers is owned through a chain of holding companies by Invesco LTD. Its direct owner is Invesco Group Services, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Invesco Advisers get paid?
Invesco Advisers is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
