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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BELL INVESTMENT ADVISORS INC

CRD 108383

ORINDA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42d88ac7-3e74-40d3-75d6-8b02400fdbdd

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 2
On other graphs: 0
Observed: Nov 30, 2011 to Jun 11, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $788MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $718M
Private client RAUM: $723MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $87.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,189
Individual clients: 177
High net worth clients: 252
Custody, client assets: $444M
SEC number: 801-56417
CRD: 108383
Filings on the tape: 35
First filed: Nov 30, 2011
Latest filed: Jun 11, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN RAY BAYLIS	n/a	ORINDA, CA	19	21	n/a	no
JERENE RUTH MEISSERT	n/a	ORINDA, CA	18	20	n/a	no
LAURENT JEAN HARRISON	n/a	ORINDA, CA	16	16	n/a	no
HEIDI ANNE CRAWFORD	n/a	ORINDA, CA	12	14	1	no
FORREST RYAN BELL	n/a	ORINDA, CA	10	21	n/a	no
Ryan Elliott Kelley	Chartered Financial Analyst	ORINDA, CA	7	19	2	no
Tiffany Shantel Blaho	n/a	ORINDA, CA	7	11	1	no
Corinna Rose	n/a	ORINDA, CA	1	10	1	no
Sarah Ramsay Leimenstoll	n/a	ORINDA, CA	0	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAYLIS, BRIAN, RAY	CHIEF COMPLIANCE OFFICER	Na	yes	01/2009	Nov 30, 2011	Mar 5, 2024
BELL, FORREST, RYAN	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	yes	01/2019	Nov 30, 2011	Mar 5, 2024
BELL, JAMES, FREDERICK	TRUSTEE OF BELL FAMILY 2001 TRUST	C	yes	08/2001	Nov 30, 2011	Mar 5, 2024
BELL, EMILY, HELEN	Owner	A	no	07/2006	Nov 30, 2011	Mar 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$788M	$718M	14	6	0	n/a	n/a
2024	Mar 21, 2025	$686M	$625M	15	6	0	n/a	n/a
2023	Mar 5, 2024	$645M	$584M	11	9	0	n/a	n/a
2022	Mar 4, 2023	$578M	$530M	11	9	0	n/a	n/a
2021	Mar 2, 2022	$657M	$590M	11	9	0	n/a	n/a
2020	Mar 2, 2021	$556M	$500M	11	9	0	n/a	n/a
2019	Mar 10, 2020	$526M	$477M	11	9	0	n/a	n/a
2018	Mar 6, 2019	$460M	$414M	11	9	0	n/a	n/a
2017	Mar 6, 2018	$494M	$431M	10	10	0	n/a	n/a
2016	Jan 31, 2017	$490M	$453M	10	10	n/a	n/a	n/a
2015	Jan 26, 2016	$516M	$482M	14	9	n/a	n/a	n/a
2014	Mar 16, 2015	$572M	$555M	14	9	n/a	n/a	n/a
2013	Jan 21, 2014	$619M	$612M	13	10	n/a	n/a	n/a
2012	Mar 1, 2013	$508M	$505M	13	10	n/a	n/a	n/a
2011	Feb 9, 2012	$437M	$433M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$788M	$686M	14.7%	$578M	10.9%	14	15	0	0

Relationships

Registered with (19)

← Sarah Ramsay LeimenstollAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← Corinna RoseAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← Tiffany Shantel BlahoAdvisorregistration: current employment
Jul 29, 2019 to presentfactForm ADV
← Ryan Elliott KelleyAdvisorregistration: current employment
May 1, 2019 to presentfactForm ADV
← FORREST RYAN BELLAdvisorregistration: current employment
Jan 27, 2016 to presentfactForm ADV
← HEIDI ANNE CRAWFORDAdvisorregistration: current employment
Jun 2, 2014 to presentfactForm ADV
← LAURENT JEAN HARRISONAdvisorregistration: current employment
Mar 23, 2010 to presentfactForm ADV
← JERENE RUTH MEISSERTAdvisorregistration: current employment
Aug 20, 2008 to presentfactForm ADV
← BRIAN RAY BAYLISAdvisorregistration: current employment
Jun 5, 2007 to presentfactForm ADV
← DANA BRANDON NELSONAdvisorregistration: previous registration
Apr 15, 2005 to May 29, 2025factForm ADV
← Christina Marie LightAdvisorregistration: previous registration
Nov 7, 2016 to Jun 15, 2020factForm ADV
← ROHAN RAMESH NAYAKAdvisorregistration: previous registration
Jan 2, 2013 to Jul 29, 2019factForm ADV
← CORINNE SALERA BEDFORDAdvisorregistration: previous registration
Mar 12, 2012 to Feb 27, 2019factForm ADV
← MATTHEW P KINGAdvisorregistration: previous registration
Jan 6, 2006 to Dec 14, 2016factForm ADV
← CHRISTOPHER PAUL DESTEFANOAdvisorregistration: previous registration
Oct 30, 2012 to Feb 27, 2014factForm ADV
← MARC DAVID OROURKEAdvisorregistration: previous registration
Apr 25, 2007 to Nov 19, 2009factForm ADV
← MARY T WITWERAdvisorregistration: previous registration
Mar 9, 2005 to Apr 22, 2009factForm ADV
← PAUL GORDON WITWERAdvisorregistration: previous registration
May 3, 2006 to Apr 22, 2009factForm ADV
← NACE TYSON NICKELAdvisorregistration: previous registration
Mar 10, 2005 to Nov 21, 2005factForm ADV

Controls (3)

← BELL, JAMES, FREDERICKOwnerTRUSTEE OF BELL FAMILY 2001 TRUST, ownership code C, individual
Nov 30, 2011 to Mar 5, 2024factForm ADV
← BAYLIS, BRIAN, RAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 30, 2011 to Mar 5, 2024factForm ADV
← BELL, FORREST, RYANOwnerOWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER, ownership code D, individual
Nov 30, 2011 to Mar 5, 2024factForm ADV

Owns (1)

← BELL, EMILY, HELENOwnerOWNER, ownership code A, individual
Nov 30, 2011 to Mar 5, 2024factForm ADV

Dated events

Occurred
May 29, 2025
Advisor changed firm
Dana Brandon Nelson left Bell Investment Advisors Inc for Truetide Wealth (registered 2020-01-02)
Form ADVobserved 6 days ago
Occurred
Mar 10, 2020
Control person left
Bonetti Bonnie Bell (Trustee Of Bell Family 2001 Trust) no longer on Schedule A of Bell Investment Advisors Inc (listed 2019-05-09, absent 2020-03-10)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42d88ac7-3e74-40d3-75d6-8b02400fdbdd
First observed: Nov 30, 2011
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BELL INVESTMENT ADVISORS INC

CRD 108383

ORINDA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42d88ac7-3e74-40d3-75d6-8b02400fdbdd

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN RAY BAYLIS

n/a

ORINDA, CA

n/a

JERENE RUTH MEISSERT

n/a

ORINDA, CA

n/a

LAURENT JEAN HARRISON

n/a

ORINDA, CA

n/a

HEIDI ANNE CRAWFORD

n/a

ORINDA, CA

FORREST RYAN BELL

n/a

ORINDA, CA

n/a

Ryan Elliott Kelley

Chartered Financial Analyst

ORINDA, CA

Tiffany Shantel Blaho

n/a

ORINDA, CA

Corinna Rose

n/a

ORINDA, CA

Sarah Ramsay Leimenstoll

n/a

ORINDA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAYLIS, BRIAN, RAY

CHIEF COMPLIANCE OFFICER

yes

01/2009

Nov 30, 2011

Mar 5, 2024

BELL, FORREST, RYAN

OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER

yes

01/2019

Nov 30, 2011

Mar 5, 2024

BELL, JAMES, FREDERICK

TRUSTEE OF BELL FAMILY 2001 TRUST

yes

08/2001

Nov 30, 2011

Mar 5, 2024

BELL, EMILY, HELEN

Owner

07/2006

Nov 30, 2011

Mar 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$788M

$718M

n/a

2024

Mar 21, 2025

$686M

$625M

n/a

2023

Mar 5, 2024

$645M

$584M

n/a

2022

Mar 4, 2023

$578M

$530M

n/a

2021

Mar 2, 2022

$657M

$590M

n/a

2020

Mar 2, 2021

$556M

$500M

n/a

2019

Mar 10, 2020

$526M

$477M

n/a

2018

Mar 6, 2019

$460M

$414M

n/a

2017

Mar 6, 2018

$494M

$431M

n/a

2016

Jan 31, 2017

$490M

$453M

n/a

2015

Jan 26, 2016

$516M

$482M

n/a

2014

Mar 16, 2015

$572M

$555M

n/a

2013

Jan 21, 2014

$619M

$612M

n/a

2012

Mar 1, 2013

$508M

$505M

n/a

2011

Feb 9, 2012

$437M

$433M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$788M

$686M

14.7%

$578M

10.9%