Bell Investment Advisors Inc

$787.6MAssets under management
as of Jun 2026 · SEC Form ADV
Orinda, CA
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Tech stack

No one at Bell Investment Advisors Inc has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Bell Investment Advisors Inc's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $645M held · filed Mar 2024