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TOWERS WATSON INVESTMENT SERVICES, INC.
CRD 110473File 801-46008
APPROVED
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$62.67B
Top 10% of cohort (national)
Discretionary AUM
$54.44B
Non-discretionary $8.22B
Clients
107
138 accounts
Employees
239
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 1994
- Principal office
- 233 SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, 60606
- Phone
- 312-288-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $62.67B
- Discretionary AUM
- $54.44B
- Non-discretionary AUM
- $8.22B
- Discretionary accounts
- 134
- Non-discretionary accounts
- 4
- Total accounts
- 138
- AUM per client
- $585.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $872.5M |
| Pension and profit sharing plans | 106 | $61.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Educational seminars
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 242 | 239 | decreased by3 |
| Apr 1, 2026 | Clients | 97 | 107 | increased by10 |
| Apr 1, 2026 | AUM | $52,220,039,039 | $62,667,567,768 | increased by$10,447,528,729 |
| Apr 1, 2026 | Accounts | 129 | 138 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 173 | 242 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 77 | 97 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $56,206,287,652 | $52,220,039,039 | decreased by$3,986,248,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 77 | 129 | increased by52 |
| Apr 1, 2022 | Employees | 182 | 173 | decreased by9 |
| Apr 1, 2022 | Clients | 88 | 77 | decreased by11 |
| Apr 1, 2022 | AUM | $48,877,818,316 | $56,206,287,652 | increased by$7,328,469,336 |
| Apr 1, 2022 | Accounts | 88 | 77 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWERS WATSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWERS WATSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.