Firm profile

TOWERS WATSON INVESTMENT SERVICES, INC.

CHICAGO, ILCRD 110473Latest ADV April 15, 2026

Towers Watson Investment Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 15, 2026, reports $62.7B in regulatory assets under management, 239 employees, 14 offices, and 138 accounts.

Assets Under Management
$62.7B
Employees
239
Offices
14 offices
Total Clients
107
Primary office
CHICAGO, IL
233 SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(312) 288-7700
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CCODragan Lazich
CFOKlotilda Malko
COOPaul J. Martin

Advisory services offered

8 types reported
Educational seminars/workshops
Market timing services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 99.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
99.1%
106
2
Pooled Investment Vehicles
0.9%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$62.7Bas of April 15, 2026
Discretionary86.9%
$54.4B
87% of total RAUM86.9%
Non-discretionary13.1%
$8.2B
13% of total RAUM13.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$62.7B
Total Accounts138
10Y AUM Change+$27.4B (+77.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees239
Clients per Employee0:1
10Y Employee Change+59 (+32.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.