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INVESCO

TORONTO, ONTARIO, Canada · CRD 126572 · IAPD ↗ · 1-800-874-6275

$19.87BRegulatory AUM
7Advisory reps
82Employees
0Clients
n/aPlanning clients
1Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
August 2026 — INVESCO (TORONTO, ONTARIO, Canada) left the SEC roster (was $19.87B RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
April 2025 — INVESCO shrank from 104 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — INVESCO grew from 9 to 104 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.