Bell Investment Advisors Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108383
- SEC number
- 801-56417
- Firm type
- RIA
- Assets under management
- $787.6M as of Jun 11, 2026
- Website
- www.linkedin.com/COMPANY/111770 ↗
- Phone
- 510-433-1066
- Address
- 2 Theatre Square, Orinda, CA, 94563
Advisors at this firm
9 in our index · page 1 of 1
-
Brian Ray BaylisCRD 4873599 · Orinda, CAIA Registered
-
Forrest Ryan BellCRD 5096390 · Orinda, CAIA Registered
-
Tiffany Shantel BlahoCRD 6573816 · Orinda, CAIA Registered
-
Heidi Anne CrawfordCRD 5976276 · Orinda, CAIA Registered
-
Laurent Jean HarrisonCRD 5758339 · Orinda, CAIA Registered
-
Ryan Elliott KelleyCRD 5337880 · Orinda, CAIA RegisteredRegistration inactive
-
Sarah Ramsay LeimenstollCRD 7089992 · Orinda, CAIA Registered
-
Jerene Ruth MeissertCRD 4179120 · Orinda, CAIA Registered
-
Corinna RoseCRD 7987161 · Orinda, CAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108383 ↗
FINRA BrokerCheck record for firm CRD 108383 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.