SourcingSourcing

INVESCO ADVISERS, INC.

C37
CRD 105360·SEC 801-33949·ATLANTA, GA
AUM
$749.52B
$1B+
Est. Revenue
$7.50B
@ 1% on AUM
Est. EBITDA
$2.25B
@ 30% margin
Est. Deal Value
$17.99B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESCO ADVISERS, INC.
CRD
105360
SEC file #
801-33949
EIN
383991509
DBA names
—

Economics

AUM
$749.52B
AUM band
$1B+
AUM trajectory
'20'26
$658.41B → $749.52B▲ +14%
Client mix
Other81,882
Investment Companies200
Pooled Investment Vehicles198
Pension Profit Sharing Plans86
Corporations62

Operations

Employees (total)
2,804
Advisory staff (per ADV)
713
Advisory staff (5-yr trend)
'20'26
883 advisors → 713 advisors▼ -19%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
invesco.com/inreit

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVESCO GROUP SERVICES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
INVESCO GROUP SERVICES, INC.
Dukes, Laura, Allison
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESCO.COM
Rdap Domain Creation Date
1995-01-04T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
50
Form 5500 Total Compensation
10,379,863
Form 5500 Compensation Trajectory 3y
202510,076,461
2026303,402
20240
Form 5500 Plan Count Trajectory 3y
202539
20267
20245
Schedule C Total Compensation
10,379,863
Schedule C Service Provider Rows
51

SEC EDGAR

Edgar Cik
0001671173
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2016-09-13
Edgar Last Filing Date
2023-08-28
Edgar Form D Count
8
Edgar Form D Offerings
2023-08-282023-08-28 · 0001671173-23-000001
2022-09-152022-09-15 · 0001671173-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
State Street64
Bny Mellon39
Wells Fargo10
Charles Schwab9
Pershing5
Edgar Addresses
Mailing
1555 PEACHTREE STREET, NESUITE 1800ATLANTA, GA 30309
Business
1555 PEACHTREE STREET, NESUITE 1800ATLANTA, GA 30309
Edgar EIN
383991509
Edgar Recent Filings
D/A2023-08-28 · 0001671173-23-000001
D/A2022-09-15 · 0001671173-22-000001
Fee Schedule
Bracket I39
Bracket Xii31
Bracket Iii8
Bracket Xi8
Bracket Vii7
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-01-03T05:00:00Z
Rdap Domain Last Changed
2026-05-14T18:49:17Z
Rdap Nameservers
Ns-1336.awsdns-39.orgNs-1566.awsdns-03.co.ukNs-45.awsdns-05.comNs-740.awsdns-28.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (56)

56
Dukes, Laura, Allison
Executive Officer · 2.5%
4564818
MARK WILLIAM GREGSON
Executive Officer · 2.5%
2630230
Kuehl, Todd
Executive Officer · 2.5%
3028989
Kupor, Jeffrey, Howard
Executive Officer · 2.5%
3070180
Vacheron, Terry, Gibson
Executive Officer · 2.5%
7311967
WONG, TONY, LIK
Executive Officer · 2.5%
2840184
ERIN NICOLE CAIN
IAR
4352679
TODD A BYERS
IAR
4871102
TODD BROWARD MATLACK
IAR
4862024
JEFFREY R REEMER
IAR
5006846
MONICA ELIZABETH SAUCEDO
IAR
4713786
Nicholas A Knoblauch
IAR
5889685
ARUN MANJUNATH NANJAPPA
IAR
5203986
JAY JONES
IAR
5534197
GREG ANTHONY HOLLAND
IAR
4152524
ERIC ATTILIO FRACASSO
IAR
2382170
JESSE JAMES DEAN
IAR
2288681
JESSE EDWARD FRAZIER
IAR
2779014
RUDY CABARRUBIA
IAR
3268759
MICHAEL SCOT SARLIN
IAR
2723374
MELISSA OATMAN CAREY
IAR
3145747
ROBERT SCOTT MANEY
IAR
2565245
ROBERT BRYAN RICHARDSON
IAR
2650731
MICHAEL ALLEN GIESECKE
IAR
3127619
MATTHEW SCOTT WILKINSON
IAR
6211527
JASON RICHARD STONEBERG
IAR
5223802
CHRISTOPHER YEATS COLLIE
IAR
4522339
LISA MARIE HULTQUIST
IAR
1818416
LAKSANY TERRI STAROVIC
IAR
4044506
CHRISTOPHER RYAN PATTON
IAR
6071156
MARSHALL BRADEN GINGLES
IAR
6287860
JOSEPH ANTHONY FALDUTO
IAR
6216298
JEFFREY JOHN MURPHY
IAR
5708466
Andrew Harris Cooley
IAR
6913634
Dawit Kidane
IAR
7636876
MICHAEL HEAD
IAR
4894824
ZACHARY B CLOW
IAR
4993268
Amanda Ann Lambert
IAR
5424838
KENNETH ANDREW SHAW
IAR
5980611
MATTHEW THOMAS COLLINS
IAR
2633647
Peter Clair Miller
IAR
5835237
BRAD GILLMAN
IAR
3074432
Daniel Kursman
IAR
7086651
CHRISTOPHER JORDAN SCHWALL
IAR
6091765
CHRISTOPHER CLAY KING
IAR
2841629
Brandon Knott
IAR
5841056
NICHOLA LESLEE NORIEGA
IAR
6049013
MICHELLE L MIKOS
IAR
5010544
EMILY SMITH PROVOST
IAR
5568579
COLIN ALEXANDER LAMBORN
IAR
5889675
MARK Duane LINNECKE
IAR
4856526
Andrew Divin
IAR
7032214
SHERRI LYNN GREENWOOD
IAR
4058687
ANDREW ERIC BROWN
IAR
6099835
ANDREW CHRISTIAN FRITSCH
IAR
5253494
WALTER KEITH MARTIN
IAR
4080017