Valic Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 31, 2026, reports $29.2B in regulatory assets under management, 1,647 employees, 217 offices, and 293,026 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
291,076
2
HNWI
0.7%
1,913
Additional categories (<0.1%)
Corporations37 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.2Bas of March 31, 2026
Discretionary100.0%
$29.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$29.2B
Total Accounts293,026
10Y AUM Change+$4.5B (+18.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,647
Clients per Employee178:1
10Y Employee Change+55 (+3.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.