Bell Investment Advisors Revenue, Growth & Competitor Profile

DBA BELL INVESTMENT ADVISORS INC

Company Profile & Annual Report for Bell Investment Advisors

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Bell Investment Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1111 Broadway Suite 1630 Oakland, CA 94607

Note: Revenues for privately held companies are statistical evaluations.


Bell Investment Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Bell Investment Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Bell Investment Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Bell Investment Advisors Annual Revenue and Growth Rate

Bell Investment Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Bell Investment Advisors's revenues are gauged from an analysis of company filings.

Bell Investment Advisors's Income Statement (based on Industry Averages)

Bell Investment Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Bell Investment Advisors is developing and marketing. Bell Investment Advisors doesn't have any recent trademark applications, indicating Bell Investment Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MAKING A GOOD LIFE HAPPEN Financial Planning and Investment Advisory Services	05/04/2011
MOMENTUM FOR LIFE Financial Planning and Investment Advisory Services	02/12/2010
BELL WORLDWIDE TRENDS FUND Financial services, namely, investment advisory and management services; mutual fund investment services	10/02/2007

See all trademarks and details in the Full Report.

Market Share of Bell Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Bell Investment Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Bell Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
NEXERA HOLDING	Emeryville, CA	100
CANA TECHNOLOGY	Emeryville, CA	35
ADITUM BIO MANAGEMENT	Oakland, CA	30
POWERHOUSE ACCELERATOR	Oakland, CA	26
MOCKINGBIRD 13TH STREET INVESTORS	Oakland, CA	20
PACIFIC COMMUNITY VENTURES	Oakland, CA	16

Other Companies at 1111 Broadway, Oakland CA

Company	Headquarters	Revenue ($ MM)
GORDON REES SCULLY MANSUKHANI	Oakland, CA	100
TURNITIN HOLDINGS	Oakland, CA	24
ZECO SYSTEMS	Oakland, CA	7
TURN 2 U	Oakland, CA	1
ACTIVE WELLNESS	Oakland, CA	1

Future Competition: Bell Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Bell Investment Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)