Valic Financial Advisors, Inc.

Broker-DealerFINRA MemberEst. 1997

Total AUM

$29.2B

Discretionary

$29.2B

100% of AUM

Accounts

293,026

Employees

1,647

Advisory reps

1,372

Brokerage reps

1,381

Firm details

Headquarters: Houston, Texas
CRD number: 42803
Registered since: October 10, 1997
Website: www.corebridgefinancial.com
Custodians: THE VARIABLE ANNUITY LIFE INSURANCE COMPANY, NATIONAL FINANCIAL SERVICES LLC, VALIC TRUST COMPANY INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals90.43%
HNWI9.53%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Valic Financial Advisors, Inc. operates as an insurance-focused broker-dealer that also provides advisory services, including financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm is organized as a corporation and has been SEC-registered since 1997. Its client base spans individual and family investors as well as institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is flagged as an active ESG investor and maintains a range of industry affiliations that include trust and insurance company activities as well as sponsorship or management roles in pooled investment vehicles.