Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Marilyn H
Series 66
Newport Beach, CA
Bell & Brown Wealth Advisors, LLC
Marilyn Horsley is a financial advisor with Bell & Brown Wealth Advisors, LLC, holding a Series 66 credential and bringing 15 years of industry experience. She has been with Bell & Brown Wealth Advisors since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs fundamental analysis and a long-term purchase strategy focused on large-cap equities and investment-grade fixed income, and it distinguishes itself with a wrap fee program and a high level of assets managed per advisor.
Lantz B
Series 63, Series 66
Newport Beach, CA
Bell & Brown Wealth Advisors, LLC
Lantz Bell is a financial advisor at Bell & Brown Wealth Advisors, LLC with 43 years of industry experience. He has worked at Bell & Brown Wealth Advisors since 2015 and previously spent nine years at RBC Capital Markets. He serves as a board member for North East of the Well, a ministry focused on issues related to women, including human trafficking, addiction, and abuse. Bell & Brown Wealth Advisors provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across 500 client relationships. The firm employs a long-term investment strategy focused on fundamentally analyzed large-cap equities and investment-grade fixed income, and is noted for its role as a wrap fee program sponsor and the high assets and client relationships managed per advisor.
Jeffrey B
Series 63, Series 65
Newport Beach, CA
Bell & Brown Wealth Advisors, LLC
Jeffrey Brown is a financial advisor at Bell & Brown Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2015. Bell & Brown Wealth Advisors, LLC provides discretionary asset management and advisory services to individuals, trusts, estates, and business entities, managing approximately $487 million across around 500 client relationships. The firm focuses on fundamental analysis and long-term investment strategies, typically maintaining diversified portfolios of large-cap equities and investment-grade fixed income, and is notable for its wrap fee program sponsorship and high assets per advisor.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters