| State | Program | Manager | Assets ($M) |
|---|---|---|---|
| VA | CollegeAmerica | American Funds | $51,950.0 |
| NY | New York's 529 Program (Direct) | Ascensus | $19,046.8 |
| NV | The Vanguard 529 College Savings Plan | Ascensus | $13,202.3 |
| NH | UNIQUE College Investing Plan | Fidelity Investments | $10,676.9 |
| UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $9,322.8 |
| ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,210.4 |
| CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $6,901.8 |
| MA | U.Fund College Investing Plan | Fidelity Investments | $5,156.6 |
| OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $4,779.3 |
| MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $4,552.5 |
| MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $4,512.5 |
| AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $4,413.1 |
| NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,397.4 |
| OH | CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | $4,384.3 |
| IA | College Savings Iowa 529 Plan | Vanguard Group Inc. | $4,263.1 |
| IL | Bright Start College Savings (Direct) | OFI Private Investments Inc. | $4,214.1 |
| NY | New York's 529 Program (Advisor-Guided) | Ascensus | $3,899.9 |
| CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $3,766.5 |
| VA | Virginia529 inVEST | Virginia College Savings Plan | $3,419.0 |
| NJ | Franklin Templeton 529 College Savings Plan | Franklin Templeton Distributors Inc. | $3,328.3 |
| KS | Schwab 529 College Savings Plan | American Century Inv Mgmt Inc. | $3,096.1 |
| NV | USAA College Savings Plan | Ascensus | $2,785.5 |
| CO | CollegeInvest Direct Portfolio | Ascensus | $2,760.5 |
| AK | University of Alaska Coll Savings Plan | T. Rowe Price Associates Inc. | $2,667.4 |
| CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,526.6 |
| Rank | Direct-sold | Adviser-sold | RIA-sold |
|---|---|---|---|
| 1 | District of ColumbiaDC 529 College Savings Program | District of ColumbiaDC 529 College Savings Program | NevadaSSGA Upromise 529 Plan |
| 2 | New YorkNew York's 529 College Savings Program | VirginiaCollegeAmerica | VirginiaCollegeAmerica (Class 529-F) |
| 3 | TennesseeTNStars College Savings 529 Program | IndianaCollegeChoice Advisor 529 Savings Plan | South CarolinaFuture Scholar 529 College Savings Plan (Class Z) |
| 4 | MichiganMichigan Education Savings Program | South CarolinaFuture Scholar 529 College Savings Plan | WisconsinTomorrow's Scholar 529 Plan (Class W) |
| 5 | CaliforniaThe ScholarShare College Savings Plan | WisconsinTomorrow's Scholar 529 Plan | NebraskaTD Ameritrade 529 College Savings Plan |
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
