| 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 |
Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
Chuck Roberts and Stifel have been facing scrutiny due to sales of structured products and structured notes.
Among other updates, the proposals would let advisors to regulated funds earn performance fees and allow interval funds to offer monthly repurchases.
What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth management while reinforcing the enduring value of human guidance, trust, and empathy.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains