Asset manager · Chicago, IL
Towers Watson Investment Services, Inc.
SEC-registered investment adviser · CRD 110473 · SEC 801-46008
At a glance
Towers Watson Investment Services, Inc. is an SEC-registered investment adviser based in Chicago, Illinois, with $62.7 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 184th of 3,218 asset managers and 374th of 17,210 SEC-registered advisers by assets.
Main office 312-288-7700LinkedInAs filed on Form ADV
- Regulatory AUM
- $63B
- Rank among asset managers
- #184 of 3,218
- Rank among all SEC RIAs
- #374 of 17,210
- Rank in Illinois
- #28 of 684
- Clients
- 107
- Accounts
- 138
- Discretionary
- 87% of AUM
- Employees
- 239
- Advisory staff
- 233
- Offices
- 15
Owners and executives on its Form ADV
- Andrew C. RemijasMoney Laundering Responsible Officer
- Klotilda MalkoChief Financial Officer and Treasurer
- Adina C DavisSecretary
- Nimisha SrivastavaDirector, President
- Jonathan D. PlinerDirector, Chief Investment Officer
- Dragan LazichChief Compliance Officer
- Paul J. MartinDirector, Chief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Towers Watson Investment Services, Inc. is a hybrid RIA: 18 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Willis Towers Watson Securities, LLC.
- Willis Towers Watson Securities, LLC ↗CRD 317602
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 106 | $62B | 99% |
| Pooled investment vehicles | 1 | $872M | 1% |
Private funds
Towers Watson Investment Services, Inc. reports 11 private funds with $12B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Towers Watson Investment Services, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Market timing
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Towers Watson Investment Services, 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 287 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Towers Watson Investment Services, Inc. manage?
Towers Watson Investment Services, Inc. reports $62.7 billion in regulatory assets under management across 138 accounts, 87% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Towers Watson Investment Services, Inc.?
Towers Watson Investment Services, 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 Towers Watson Investment Services, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($61.8 billion, 106 clients); pooled investment vehicles ($872 million, 1 clients).
Does Towers Watson Investment Services, Inc. manage private funds?
Yes. It reports 11 private funds with $11.7 billion in gross assets, including hedge funds, other private funds.
Does Towers Watson Investment Services, Inc. have any disciplinary history?
Towers Watson Investment Services, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Towers Watson Investment Services, 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 (2026-07-30), 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 →