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Bell Investment Advisors Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Bell Investment Advisors is a privately-held, registered investment advisory firm in the investment management industry, headquartered in Orinda, California, with additional meeting locations in Oakland and Santa Rosa. The firm provides investment management and financial planning services. It employs 11-50 people. In June 2023, Bell Investment Advisors announced the appointment of Greg as chair of the Bell Institutional Investment Management (BIIM) Investment Committee. Public investment activity attributed to the firm in 2022 includes stakes in several publicly traded companies and ETFs, such as Fiserv, Palo Alto Networks, Invesco FTSE RAFI US 1500 Small-Mid ETF, American Tower, Waste Management, and the Vanguard FTSE All-World ex-US Small-Cap ETF.

Find Bell Investment Advisors employees' phone numbers or email addresses

Bell Investment Advisors Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Europe
2

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  • France
    1
  • Italy
    1

Bell Investment Advisors's Leadership

  • President, Financial Planner, And Senior Investment Advisor at Bell Investment Advisors
    F. B. C.
    President, Financial Planner, And Senior Investment Advisor
    Mobile Phone
  • Founder at Bell Investment Advisors
    J. V.
    Founder
    Mobile Phone
  • Owner at Bell Investment Advisors
    E. B.
    Owner
    Mobile Phone
  • Owner And President at Bell Investment Advisors
    H. S.
    Owner And President
    Mobile Phone
  • Relationship Manager at Bell Investment Advisors
    J. A.
    Relationship Manager
    Mobile Phone
  • Student at Bell Investment Advisors
    J. C.
    Student
    Mobile Phone

Bell Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Bell Investment Advisors

Name
Title
Contact
Location
Last Update
  • Owner at Bell Investment Advisors
    E. B.
    Owner
    Mobile Phone
    Aug 24, 2023
  • President, Financial Planner, And Senior Investment Advisor at Bell Investment Advisors
    F. B. C.
    President, Financial Planner, And Senior Investment Advisor
    Mobile Phone
    Oct 23, 2024
  • Founder at Bell Investment Advisors
    J. V.
    Founder
    Mobile Phone
    Oct 17, 2024
  • Owner And President at Bell Investment Advisors
    H. S.
    Owner And President
    Mobile Phone
    France, Paris
    Aug 31, 2026
  • Relationship Manager at Bell Investment Advisors
    J. A.
    Relationship Manager
    Mobile Phone
    Jun 15, 2025
  • Student at Bell Investment Advisors
    J. C.
    Student
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Bell Investment Advisors known for?

Minus sign iconPlus sign iconBell Investment Advisors was founded in 1991 and operates in the Investment Management industry. You can contact Bell Investment Advisors's main corporate office by phone at
+1-510-433-****
. Explore Bell Investment Advisors's company overview page for more information.

What is Bell Investment Advisors's most common email format?

Minus sign iconPlus sign iconBell Investment Advisors employees' email format typically follows the pattern of FLast@bellinvest.com. Trying to find reliable and up-to-date employee contact data? Find more Bell Investment Advisors email formats with LeadIQ.

How many employees does Bell Investment Advisors have currently?

Minus sign iconPlus sign iconBell Investment Advisors has approximately 22 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Bell Investment Advisors's key employees and leadership?

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As of August 2026, Bell Investment Advisors's key employees include:

  • President, Financial Planner, And Senior Investment Advisor: F. B. C.
  • Founder: J. V.
  • Owner: E. B.
  • Owner And President: H. S.
  • Relationship Manager: J. A.

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