Bell Investment Advisors Inc
- Regulatory AUM
- $788M
- Discretionary
- $718M
- Clients
- 443
- Avg AUM / client
- $1.8M
- Accounts
- 1,189
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $68.0M | 8.64% |
| High net worth individuals | 252 | $655M | 83.1% |
| Pension and profit sharing plans | 6 | $30.9M | 3.93% |
| Charitable organizations | 8 | $31.0M | 3.94% |
| Corporations and other businesses | 0 | $2.9M | 0.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan Zachary's Chicago Pizza, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, James, Frederick | Founder And Chairman, Board Of Directors | Jan 1991 (36y) | Less than 5% | |
| Bell, Emily, Helen | Owner | Jul 2006 (20y) | 5% – 10% | |
| Brian Ray Baylis | Chief Compliance Officer | Jun 2007 (19y) | Less than 5% | |
| Forrest Ryan Bell | Owner, President, Senior Investment Advisor, And Financial Planner | Jan 2016 (11y) | 50% – 75% | |
| Jerene Ruth Meissert | Registered representative | Aug 2008 (18y) | ||
| Laurent Jean Harrison | Registered representative | Mar 2010 (16y) | ||
| Heidi Anne Crawford | Registered representative | Jun 2014 (12y) | ||
| Ryan Elliott Kelley | Registered representative | CFA | May 2019 (7y) | |
| Tiffany Shantel Blaho | Registered representative | Jul 2019 (7y) | ||
| Corinna Rose | Registered representative | Sep 2025 (1y) | ||
| Sarah Ramsay Leimenstoll | Registered representative | Oct 2025 (1y) |
Undisclosed: 5% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan | Zachary's Chicago Pizza, Inc. | 145 | $29.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $788M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗