State | Program | Manager | Assets ($M) | |
---|---|---|---|---|
1 | VA | CollegeAmerica | American Funds | $58,773.50 |
2 | NY | New York's 529 Program (direct-sold) | Ascensus | $21,637.70 |
3 | NH | UNIQUE College Investing Plan | Fidelity Investments | $11,847.40 |
4 | UT | Utah Educational Savings Plan | Utah Educational Savings Plan | $10,840.30 |
5 | ME | NextGen College Investing Plan Select | Merrill Lynch Pierce Fenner & Smith | $8,841.00 |
6 | NV | The Vanguard 529 College Savings Plan | Ascensus | $7,940.80 |
7 | CA | ScholarShare College Savings Plan | TIAA Tuition Financing Inc. | $7,825.70 |
8 | RI | CollegeBound 529 (adviser-sold) | Ascensus College Savings | $5,991.80 |
9 | MA | U.Fund College Investing Plan | Fidelity Investments | $5,662.40 |
10 | MD | Maryland College Investment Plan | T. Rowe Price Associates Inc. | $5,244.00 |
11 | OH | BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | $5,081.90 |
12 | MI | Michigan Education Savings Program | TIAA Tuition Financing Inc. | $5,031.90 |
13 | OH | CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | $4,929.50 |
14 | AK | John Hancock Freedom 529 | T. Rowe Price Associates Inc. | $4,818.20 |
15 | NH | Fidelity Advisor 529 Plan | Fidelity Investments | $4,688.10 |
16 | NY | New York's 529 Program (adviser-guided) | Ascensus | $4,671.80 |
17 | CO | Scholars Choice College Savings Program | Legg Mason Global Asset Allocation | $4,045.70 |
18 | VA | Invest529 | Virginia College Savings Plan | $4,008.30 |
19 | NJ | Franklin Templeton 529 Coll Savings Plan | Franklin Templeton Distributors Inc. | $3,727.60 |
20 | NV | USAA College Savings Plan | Ascensus | $3,317.80 |
21 | CO | CollegeInvest Direct Portfolio | Ascensus | $3,202.50 |
22 | AK | University of Alaska Coll Savings Plan | T. Rowe Price Associates Inc. | $3,071.20 |
23 | MO | MOST Missouri's 529 Plan | Ascensus | $2,853.00 |
24 | CT | Connecticut Higher Education Trust | TIAA Tuition Financing Inc. | $2,850.10 |
25 | WI | Edvest 529 Plan | TIAA Tuition Financing Inc. | $2,842.30 |
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.