SourcingSourcing

TOWERS WATSON INVESTMENT SERVICES, INC.

C22
CRD 110473·SEC 801-46008·CHICAGO, IL
AUM
$62.67B
$1B+
Est. Revenue
$626.7M
@ 1% on AUM
Est. EBITDA
$188.0M
@ 30% margin
Est. Deal Value
$1.50B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOWERS WATSON INVESTMENT SERVICES, INC.
CRD
110473
SEC file #
801-46008
EIN
332882451
DBA names
—

Economics

AUM
$62.67B
AUM band
$1B+
AUM trajectory
'20'26
$35.20B → $62.67B▲ +78%
Client mix
Pension Profit Sharing Plans106
Pooled Investment Vehicles1

Operations

Employees (total)
239
Advisory staff (per ADV)
233
Advisory staff (5-yr trend)
'20'26
181 advisors → 233 advisors▲ +29%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
threads.net/@wtwcorporate

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIS TOWERS WATSON US LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
WILLIS TOWERS WATSON US LLC
DAVIS, ADINA, C
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:threads.net

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
107
Form 5500 Total Compensation
16,641,564
Form 5500 Compensation Trajectory 3y
202515,981,378
2026660,186
20240
Form 5500 Plan Count Trajectory 3y
202597
20246
20264
Schedule C Total Compensation
16,641,564
Schedule C Service Provider Rows
107

SEC EDGAR

Edgar Cik
0002057125
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-03-21
Edgar Last Filing Date
2026-03-19
Edgar Form D Count
2
Edgar Form D Offerings
2026-03-192026-03-19 · 0002057125-26-000001
2025-03-212025-03-21 · 0001012975-25-000164

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Northern Trust25
Bny Mellon21
E*trade4
State Street3
Edgar Addresses
Mailing
233 SOUTH WACKER DRIVESUITE 1800CHICAGO, IL 60606
Business
233 SOUTH WACKER DRIVESUITE 1800CHICAGO, IL 60606
Edgar EIN
332882451
Edgar Recent Filings
D2026-03-19 · 0002057125-26-000001
D2025-03-21 · 0001012975-25-000164
Fee Schedule
Bracket X26
Bracket Iii25
Bracket Xii24
Bracket Vi13
Bracket Xi10
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (13)

13
DAVIS, ADINA, C
Executive Officer · 2.5%
6097245
LAZICH, DRAGAN
Executive Officer · 2.5%
3236948
MALKO, KLOTILDA
Executive Officer · 2.5%
7288568
MARTIN, PAUL, JAMES
Executive Officer · 2.5%
6240915
Pliner, Jonathan, Dale
Executive Officer · 2.5%
7111553
SRIVASTAVA, NIMISHA
Executive Officer · 2.5%
5205426
REMIJAS, ANDREW, CHRISTOPHER
Executive Officer · 2.5%
6043867
SAMARTH DEEPAK ZAVERI
IAR
5349645
AARON K KOZICK
IAR
5009947
Jay W Hays
IAR
5243522
SCOTT A SCHECHINGER
IAR
4724573
Richard Sidney Schainker
IAR
2198011
VITA NANCY AMADEO
IAR
5633867