Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Bell Investment Advisors Inc. financial advisors

Every SEC-registered investment adviser representative at Bell Investment Advisors Inc., by the state and city of the office they work from.

The short answer

7 registered advisors work at Bell Investment Advisors Inc., in 1 state and 1 city; the most are in Orinda, CA (7). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Bell Investment Advisors Inc. advisor by name →Who joined and left Bell Investment Advisors Inc. →Bell Investment Advisors Inc.: assets, clients and custodians →

Cities with the most Bell Investment Advisors Inc. advisors

Orinda, CA 7

Bell Investment Advisors Inc. advisors by state

Bell Investment Advisors Inc. in California 7

Orinda 7

Questions

How many financial advisors does Bell Investment Advisors Inc. have?

7 investment adviser representatives are registered with Bell Investment Advisors Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Bell Investment Advisors Inc. have the most advisors?

Orinda, CA, with 7 registered advisors. By state, California has the most, with 7.

How do I find a Bell Investment Advisors Inc. financial advisor near me?

Pick your state below, then your city, to see every Bell Investment Advisors Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Bell Investment Advisors Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →