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BELL INVESTMENT ADVISORS INC

ORINDA, CA · CRD 108383 · IAPD ↗ · 510-433-1066

$787.6MRegulatory AUM
6Advisory reps
14Employees
2Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — BELL INVESTMENT ADVISORS INC moved its main office from OAKLAND, CA to ORINDA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — BELL INVESTMENT ADVISORS INC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2024 — BELL INVESTMENT ADVISORS INC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.