Towers Watson Investment Services, Inc.

Towers Watson Investment Services, Inc. (CRD# 110473) is a financial advisory firm headquartered in Arlington, VA. They manage $30,484,000,000 in 30 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,484
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,016,133,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, GA, IL, NY, TX, WA, WI

Financial Advisors at Towers Watson Investment Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Brian M. Appleby
CRD#: 4284563
1500 Market Street, Centre Square East, Philadelphia, PA 19102
93
Wealthminder
score

Brian Appleby (CRD# 4284563) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Philadelphia, PA and has over 16 years of experience in the finance industry.

2
Mark T. Ruloff
CRD#: 3082187
901 North Glebe Road, Arlington, VA 22203
93
Wealthminder
score

Mark Ruloff (CRD# 3082187) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Arlington, VA and has over 19 years of experience in the finance industry.

3
William R. Dewalt
CRD#: 5517287
One Alliance Center, 3500 Lenox Rd., Suite 900, Atlanta, GA 30326
90
Wealthminder
score

William Dewalt (CRD# 5517287) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

4
Brian J. Murphy
CRD#: 2043421
191 North Wacker Drive, Suite 2100, Chicago, IL 60606
90
Wealthminder
score

Brian Murphy (CRD# 2043421) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

5
Steven M. Carlson
CRD#: 1297298
191 N. Wacker Drive, Chicago, IL 60606
87
Wealthminder
score

Steven Carlson (CRD# 1297298) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

6
Adam M. Levine
CRD#: 5155983
875 Third Ave., New York, NY 10022
87
Wealthminder
score

Adam Levine (CRD# 5155983) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in New York, NY and has 1 year of experience in the finance industry.

7
Debra K. Woida
CRD#: 5624607
191 North Wacker Drive, Suite 2100, Chicago, IL 60606
87
Wealthminder
score

Debra Woida (CRD# 5624607) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.