Bell Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Orinda, CA. Its latest Form ADV filing, dated February 24, 2026, reports $788M in regulatory assets under management, 14 employees, and 1,189 accounts.
Assets Under Management
$788M
Employees
14
Offices
--
Total Clients
443
Primary office
ORINDA, CA
2 THEATRE SQUARE, SUITE 315, ORINDA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.9% of total clients.
Top client categories% of clientsClients
1
HNWI
56.9%
252
2
Individuals
40.0%
177
3
Charitable
1.8%
8
4
Pension Plans
1.4%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$788Mas of February 24, 2026
Discretionary91.1%
$718M
91% of total RAUM91.1%
Non-discretionary8.9%
$70M
9% of total RAUM8.9%
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$788M
Total Accounts1,189
10Y AUM Change+$297M (+60.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee32:1
10Y Employee Change+4 (+40.0%)
* 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.