BELL INVESTMENT ADVISORS INC
CRD #108383 SEC #801-56417 ORINDA, CA 510-433-1066
SEC Registered
Total AUM
$686.4M
Discretionary
$625M
Employees
15
Clients
51
Accounts
1,157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $686.4M | $625M | $61.4M | 15 | 2 |
| Mar 2025 | $686.4M | $625M | $61.4M | 15 | 2 |
| Mar 2024 | $644.5M | $584.3M | $60.2M | 11 | 1 |
| Mar 2023 | $577.6M | $530.1M | $47.5M | 11 | 0 |
| Jun 2022 | $656.6M | $589.9M | $66.6M | 11 | 0 |
| Mar 2022 | $656.6M | $589.9M | $66.6M | 11 | 0 |
| Jul 2021 | $555.9M | $500.5M | $55.5M | 11 | 0 |
| Mar 2021 | $555.9M | $500.5M | $55.5M | 11 | 0 |
| Nov 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| Jul 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| Jun 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| Jun 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| Jun 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| Mar 2020 | $526.3M | $476.7M | $49.6M | 11 | 0 |
| May 2019 | $459.8M | $413.7M | $46.1M | 11 | 0 |
| Mar 2019 | $459.8M | $413.7M | $46.1M | 11 | 0 |
| Nov 2018 | $493.8M | $430.9M | $62.9M | 10 | 0 |
| Aug 2018 | $493.8M | $430.9M | $62.9M | 10 | 0 |
| Jul 2018 | $493.8M | $430.9M | $62.9M | 10 | 0 |
| Mar 2018 | $493.8M | $430.9M | $62.9M | 10 | 0 |
| Jan 2017 | $490.2M | $452.5M | $37.7M | 10 | 600 |
| Jan 2017 | $515.7M | $481.8M | $33.9M | 14 | 600 |
| Jan 2016 | $515.7M | $481.8M | $33.9M | 14 | 600 |
| Dec 2015 | $572.3M | $555.1M | $17.2M | 14 | 600 |
| Oct 2015 | $572.3M | $555.1M | $17.2M | 14 | 600 |
| Mar 2015 | $572.3M | $555.1M | $17.2M | 14 | 600 |
| Mar 2014 | $618.8M | $611.6M | $7.2M | 13 | 600 |
| Jan 2014 | $618.8M | $611.6M | $7.2M | 13 | 600 |
| Nov 2013 | $508.1M | $505.5M | $2.6M | 13 | 600 |
| Mar 2013 | $508.1M | $505.5M | $2.6M | 13 | 600 |
| Jun 2012 | $437M | $433.2M | $3.8M | 11 | 600 |
| Feb 2012 | $437M | $433.2M | $3.8M | 11 | 600 |
| Nov 2011 | $438M | $434.6M | $3.4M | 11 | 500 |
| Nov 2010 | $394.8M | $390.9M | $3.9M | -- | -- |
| Jan 2008 | $411.2M | $404M | $7.3M | -- | -- |
| Nov 2007 | $411.2M | $404M | $7.3M | -- | -- |
| Nov 2007 | $411.2M | $404M | $7.3M | -- | -- |
| Aug 2007 | $411.2M | $404M | $7.3M | -- | -- |
| May 2007 | $411.2M | $404M | $7.3M | -- | -- |
| Feb 2007 | $411.2M | $404M | $7.3M | -- | -- |
| Feb 2006 | $319.4M | $313.1M | $6.3M | -- | -- |
| May 2005 | $198.4M | $192.9M | $5.5M | -- | -- |
| Apr 2002 | $67.5M | $63M | $4.5M | 5 | -- |
DateJun 2025
Total AUM$686.4M
Discretionary$625M
Non-Disc.$61.4M
Employees15
Clients2
DateMar 2025
Total AUM$686.4M
Discretionary$625M
Non-Disc.$61.4M
Employees15
Clients2
DateMar 2024
Total AUM$644.5M
Discretionary$584.3M
Non-Disc.$60.2M
Employees11
Clients1
DateMar 2023
Total AUM$577.6M
Discretionary$530.1M
Non-Disc.$47.5M
Employees11
Clients0
DateJun 2022
Total AUM$656.6M
Discretionary$589.9M
Non-Disc.$66.6M
Employees11
Clients0
DateMar 2022
Total AUM$656.6M
Discretionary$589.9M
Non-Disc.$66.6M
Employees11
Clients0
DateJul 2021
Total AUM$555.9M
Discretionary$500.5M
Non-Disc.$55.5M
Employees11
Clients0
DateMar 2021
Total AUM$555.9M
Discretionary$500.5M
Non-Disc.$55.5M
Employees11
Clients0
DateNov 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateJul 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateJun 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateJun 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateJun 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateMar 2020
Total AUM$526.3M
Discretionary$476.7M
Non-Disc.$49.6M
Employees11
Clients0
DateMay 2019
Total AUM$459.8M
Discretionary$413.7M
Non-Disc.$46.1M
Employees11
Clients0
DateMar 2019
Total AUM$459.8M
Discretionary$413.7M
Non-Disc.$46.1M
Employees11
Clients0
DateNov 2018
Total AUM$493.8M
Discretionary$430.9M
Non-Disc.$62.9M
Employees10
Clients0
DateAug 2018
Total AUM$493.8M
Discretionary$430.9M
Non-Disc.$62.9M
Employees10
Clients0
DateJul 2018
Total AUM$493.8M
Discretionary$430.9M
Non-Disc.$62.9M
Employees10
Clients0
DateMar 2018
Total AUM$493.8M
Discretionary$430.9M
Non-Disc.$62.9M
Employees10
Clients0
DateJan 2017
Total AUM$490.2M
Discretionary$452.5M
Non-Disc.$37.7M
Employees10
Clients600
DateJan 2017
Total AUM$515.7M
Discretionary$481.8M
Non-Disc.$33.9M
Employees14
Clients600
DateJan 2016
Total AUM$515.7M
Discretionary$481.8M
Non-Disc.$33.9M
Employees14
Clients600
DateDec 2015
Total AUM$572.3M
Discretionary$555.1M
Non-Disc.$17.2M
Employees14
Clients600
DateOct 2015
Total AUM$572.3M
Discretionary$555.1M
Non-Disc.$17.2M
Employees14
Clients600
DateMar 2015
Total AUM$572.3M
Discretionary$555.1M
Non-Disc.$17.2M
Employees14
Clients600
DateMar 2014
Total AUM$618.8M
Discretionary$611.6M
Non-Disc.$7.2M
Employees13
Clients600
DateJan 2014
Total AUM$618.8M
Discretionary$611.6M
Non-Disc.$7.2M
Employees13
Clients600
DateNov 2013
Total AUM$508.1M
Discretionary$505.5M
Non-Disc.$2.6M
Employees13
Clients600
DateMar 2013
Total AUM$508.1M
Discretionary$505.5M
Non-Disc.$2.6M
Employees13
Clients600
DateJun 2012
Total AUM$437M
Discretionary$433.2M
Non-Disc.$3.8M
Employees11
Clients600
DateFeb 2012
Total AUM$437M
Discretionary$433.2M
Non-Disc.$3.8M
Employees11
Clients600
DateNov 2011
Total AUM$438M
Discretionary$434.6M
Non-Disc.$3.4M
Employees11
Clients500
DateNov 2010
Total AUM$394.8M
Discretionary$390.9M
Non-Disc.$3.9M
Employees--
Clients--
DateJan 2008
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateNov 2007
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateNov 2007
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateAug 2007
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateMay 2007
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateFeb 2007
Total AUM$411.2M
Discretionary$404M
Non-Disc.$7.3M
Employees--
Clients--
DateFeb 2006
Total AUM$319.4M
Discretionary$313.1M
Non-Disc.$6.3M
Employees--
Clients--
DateMay 2005
Total AUM$198.4M
Discretionary$192.9M
Non-Disc.$5.5M
Employees--
Clients--
DateApr 2002
Total AUM$67.5M
Discretionary$63M
Non-Disc.$4.5M
Employees5
Clients--