| 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 |
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
LPL Financial is a bellwether for the broader financial advice marketplace.
The San Francisco-based startup's Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in the coming $124 trillion wealth transfer.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
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.
