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TOWERS WATSON INVESTMENT SERVICES, INC.

CHICAGO, IL · CRD 110473 · IAPD ↗ · threads.net · 312-288-7700

$62.67BRegulatory AUM
233Advisory reps
239Employees
174Clients
n/aPlanning clients
11Private funds
21States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
April 2025 — TOWERS WATSON INVESTMENT SERVICES, INC. notice-filed in CO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — TOWERS WATSON INVESTMENT SERVICES, INC. grew from 201 to 236 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
October 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. notice-filed in KY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
October 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
August 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
April 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. moved its main office from ARLINGTON, VA to CHICAGO, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — TOWERS WATSON INVESTMENT SERVICES, INC. grew from 192 to 201 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.