Valic Financial Advisors: AUM & Ownership

Clients

Valic Financial Advisors serves 293,026 clients, 291,076 of them other individuals. The average client has about $100,000 with the firm, and high-net-worth clients hold 10% of its $29.2 billion in assets.

Regulatory assets by client type

Individuals291,076 clients90%
High-net-worth individuals1,913 clients10%
Corporations and other businesses37 clients0%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Individuals (other than HNW)	291,076	$26,420,473,882	90.4%	$91K
High-net-worth individuals	1,913	$2,784,975,200	9.5%	$1.46M
Corporations and other businesses	37	$9,651,508	0.0%	$261K
Total	293,026	$29,215,100,590	100%	$100K

Individuals (other than HNW)

Clients: 291,076
Regulatory AUM: $26,420,473,882
Share: 90.4%
Avg. per client: $91K

High-net-worth individuals

Clients: 1,913
Regulatory AUM: $2,784,975,200
Share: 9.5%
Avg. per client: $1.46M

Corporations and other businesses

Clients: 37
Regulatory AUM: $9,651,508
Share: 0.0%
Avg. per client: $261K

Total

Clients: 293,026
Regulatory AUM: $29,215,100,590
Share: 100%
Avg. per client: $100K

What it does

Valic Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.

Valic Financial Advisors provided financial planning to 11–25 clients last fiscal year and advises no private funds.

100.0% of assets ($29.22B across 293,026 accounts) are managed with discretion. $29.22B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 38 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks25%
Funds37%
Cash1%
Other37%
- Other is made up annuity products.37%

Custodians

Valic Financial Advisors’ client accounts are held mainly at The Variable Annuity Life Insurance, with 37% of managed assets, and Fidelity, with 33%. Valic Financial Advisors has custody of client assets.

Managed account assets by custodian

FidelityNational Financial Services LLC · Boston, MA · $9.66B33%
The Variable Annuity Life InsuranceThe Variable Annuity Life Insurance Company · Houston, TX · $10.68B37%
Valic TrustValic Trust Company Inc. · Wilmington, DE · $6.03B21%
All other custodians$2.84B10%

Ownership and leadership

The Variable Annuity Life Insurance Company owns 75% or more of Valic Financial Advisors.

Who owns the firm

Valic Financial Advisors, Inc.· the adviser

The Variable Annuity Life Insurance Company
Control person · since November 1996
Owns 75% or more of Valic Financial Advisors, Inc.
- American General Life Insurance Company
  Control person · since June 2025
  Owns 75% or more of The Variable Annuity Life Insurance Company
  - Agc Life Insurance Company
    Control person · since December 2012
    Owns 75% or more of American General Life Insurance Company
    - Corebridge Life Holdings, Inc.
      Control person · since March 2013
      Owns 75% or more of Agc Life Insurance Company
      - Corebridge Financial, Inc.
        Control person · since March 2013
        Owns 75% or more of Corebridge Life Holdings, Inc.

Leadership

Krista De Lois Gibson
President; SVP, Head of Product & Advisory Services
Theresa H Marciel-Carr
Vice President, Field Supervision
Veronica Lynette Rink
Vice President, Business Administration
Cynthia Lea Burnette
Chief Financial Officer and Treasurer
Louis Ducote
Vfa Chief Compliance Officer Investment Advisory
Michael Fortey
Vfa Chief Compliance Officer Broker Dealer
John Albert Logan
Chief Operations Officer

Staff

1,647 employees
1,280 in advisory functions
1,280 state-registered reps
1,381 broker-dealer reps
1,213 insurance agents

Fees

Valic Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

Valic Financial Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Valic Financial Advisors has 217 offices, with 26 listed addresses across 15 states.

Listed office addresses by state

Texas · 9 listed addresses

2919 Allen Pkwy, HoustonHQ
2919 Allen Parkway, Houston
2919 Allen Parkway, Houston
2919 Allen Parkway, Houston
2919 Allen Parkway, Houston
2777 Allen Parkway, Houston
2919 Allen Parkway, Houston
2919 Allen Parkway, Houston
15305 Dallas Parkway, Addison

Other business names

Valic Financial Advisors has reported 1 other business name to the SEC.

Corebridge Financial

Registration details

Legal name: Valic Financial Advisors, Inc.
Headquarters: 2919 Allen Pkwy, Houston, TX 77019
Phone: 866-544-4968
Website: www.valic.com
SEC file: 801-54952
Structure: Texas corporation
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Valic Financial Advisors have?

Valic Financial Advisors has 293,026 clients and manages $29.2 billion for them, as of May 2026. They include 291,076 other individuals, 1,913 high-net-worth individuals and 37 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026

What services does Valic Financial Advisors offer?

Valic Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Valic Financial Advisors use?

Valic Financial Advisors’ separately managed account assets are held at The Variable Annuity Life Insurance Company (Houston, TX), with $10,677,821,135, National Financial Services LLC (Boston, MA), with $9,663,138,333 and Valic Trust Company Inc. (Wilmington, DE), with $6,031,644,241. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026

How many financial advisors does Valic Financial Advisors have?

Valic Financial Advisors has 1,280 investment adviser representatives registered with state securities authorities, out of 1,647 employees, and 1,280 perform investment advisory functions. 1,381 are registered representatives of a broker-dealer and 1,213 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Valic Financial Advisors invest in?

At the end of its last fiscal year, Valic Financial Advisors’ separately managed accounts held 37% registered funds (mutual funds, ETFs, BDCs), 37% other is made up annuity products., 25% exchange-traded equities and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Valic Financial Advisors?

Valic Financial Advisors is owned through a chain of holding companies by Corebridge Financial, Inc. Its direct owner is the Variable Annuity Life Insurance Company (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026

How does Valic Financial Advisors get paid?

Valic Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file