CRD: 42803
Valic Financial Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-1997
- Office Locations
- 111
Office Locations
About Valic Financial Advisors, Inc.
VALIC Financial Advisors, Inc. (Corebridge Financial) supports employer-sponsored retirement plan participants with digital enrollment and account access via web/app, plus financial wellness assessments, education tools, and guidance on contribution strategies. The platform also offers Retirement Pathfinder goal/scenario modeling, Corebridge University short-form learning, and help for student debt including Public Service Loan Forgiveness eligibility support, with access to professionals for retirement and everyday finances.
Reported data analysis
What the numbers show
Between December 5, 2025 and May 13, 2026, reported AUM increased 10.8%, from $26.4B to $29.2B.
Across 5 reported observations, AUM increased 8.5% between December 20, 2022 and May 13, 2026, from $26.9B to $29.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1,280 advisory representatives and 293,064 clients, or 229 clients per representative. That equates to $99.7K in reported AUM per client.
The profile lists 111 reported office locations and 29 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CYNTHIA LEA BURNETTE
Chief Financial Officer, TREASURER, Vice President
- CRD
- #1863103
- Ownership
- Less than 5%
LOUIS DUCOTE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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THEODORE ANDREW ADAMS
--
- CRD
- #8083822
KEVIN J ADAMSON
Senior Vice President
- CRD
- #5074958
Showing 2 of 1351 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,215,100,590 | $99,701 |
| Non-Discretionary | $0 | -- |
| Total | $29,215,100,590 | $99,701 |
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Separately Managed Accounts
SMA allocation detail is available
Valic Financial Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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