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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor catalyst
- Established Date
- 01-01-1991
- Office Locations
- 1
Office Locations
About Bell Investment Advisors INC
Bell Investment Advisors is a Bay Area, fee-only RIA providing investment management and financial planning for individuals and families. The team supports retirement planning and “personal CFO” guidance through major life transitions, including stock options/RSUs, Social Security decisions, newly received assets, and proceeds from a home or business sale. They operate under a fiduciary standard and host periodic women’s wine-and-cheese roundtables.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FORREST RYAN BELL
Financial Advisor, FINANCIAL PLANNER, Owner, President
- CRD
- #5096390
- Ownership
- 50% but less than 75%
EMILY HELEN BELL
Operating Partner, Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Crest bridge
Ember legacy foundation
- CRD
- #95504
- Ownership
- 35.2%
Showing 2 of 4 owners & executives
Unlock allContacts
Tiffany Shantel Blaho
Investment Advisor
- CRD
- #6573816
HEIDI ANNE CRAWFORD
Investment Advisor
- CRD
- #5976276
Atlas meridian
Peak summit
- CRD
- #92611
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $717,645,971 | $643,052 |
| Non-Discretionary | $69,931,633 | $957,968 |
| Total | $787,577,604 | $662,387 |
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Separately Managed Accounts
Total SMA Asset: $787,577,604
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,036,448,953 | 29.8% |
| Equity - Exchange | $365,191,745 | 10.5% |
| Cash | $2,076,375,924 | 59.7% |
| Total | $3,478,016,622 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS GLACIER | QUANTUM EMBER | X2QEB5O7D | KEF | 8.51% | $116,515,062 |
| PIONEER HORIZON VERTEX | FUSION CATALYST | R87S0XP2O | GBAS | 2.65% | $109,003,749 |
| OAK SUMMIT DELTA | FOCUS WAVE | C9J4DM7RY | QNAXR | 1.16% | $98,415,890 |
| HARBOR CREST TIMBER | ATLAS CAPITAL | O8XEIIV68 | XFZ | 2.91% | $48,756,548 |
| ALPHA ALPHA | LEGACY INSIGHT | I24QRC6J5 | HBH | 12.21% | $27,264,962 |
| GLACIER SIGNAL | LEGACY RIDGE | WEKHB6GUE | ZFZN | 2.39% | $110,785,583 |
| PRIME UNISON | ZENITH MOMENTUM | TRN37UH5Z | SNLPT | 0.77% | $71,250,604 |
| HARBOR RADIAL | EMBER RADIAL | O5RE90QIH | TPF | 5.19% | $93,244,848 |