| Rank | State | Program Name | Program Manager | Assets (in $M) |
|---|---|---|---|---|
| 1 | VA | CollegeAmerica | American Funds | $47,551 |
| 2 | NY | New York's College Savings Program (Direct) | Ascensus College Savings | $16,012 |
| 3 | NV | The Vanguard 529 Savings Plan | Ascensus College Savings | $10,418 |
| 4 | NH | Unique College Investing Plan | Fidelity | $9,689 |
| 5 | ME | NextGen College Investing Program (Adviser) | Merrill Lynch | $7,935 |
| 6 | RI | CollegeBoundfund | AllianceBernstein | $7,840 |
| 7 | UT | Utah Educational Savings Plan Trust | State of Utah | $7,192 |
| 8 | CA | ScholarShare College Savings Plan | TIAA-CREF | $6,023 |
| 9 | MA | U.Fund College Investing Plan | Fidelity | $4,829 |
| 10 | OH | BlackRock CollegeAdvantage 529 Plan | BlackRock | $4,743 |
| 11 | NH | Fidelity Advisor 529 Plan | Fidelity Advisors | $4,346 |
| 12 | AK | John Hancock Freedom 529 | T. Rowe Price | $4,175 |
| 13 | MI | Michigan Education Savings Programs | TIAA-CREF | $3,987 |
| 14 | OH | CollegeAdvantage | Ohio Tuition Trust Authority | $3,973 |
| 15 | IA | College Savings Iowa | Ascensus College Savings | $3,960 |
| 16 | MD | Maryland College Investment Plan | T. Rowe Price | $3,948 |
| 17 | CO | Scholars Choice College Savings Program | Legg Mason | $3,567 |
| 18 | IL | Bright Start College Savings Program (Direct) | OppenheimerFunds | $3,324 |
| 19 | NY | New York's College Savings Program (Adviser) | Ascensus College Savings | $3,302 |
| 20 | NJ | Franklin Templeton 529 College Savings Plan | Franklin Templeton | $3,108 |
| 21 | VA | inVEST | State of Virginia | $2,815 |
| 22 | KS | Schwab 529 College Savings Program | American Century | $2,521 |
| 23 | CT | Connecticut Higher Education Trust Program | TIAA-CREF | $2,293 |
| 24 | CO | CollegeInvest Direct | Ascensus College Savings | $2,226 |
| 25 | MO | MO$T (Direct) | Ascensus College Savings | $2,222 |
| 26 | NV | USAA College Savings Plan | Ascensus College Savings | $2,212 |
| 27 | WI | EdVest College Savings Program (Direct) | TIAA-CREF | $2,109 |
| 28 | AK | T. Rowe Price College Savings Plan | T. Rowe Price | $1,940 |
| 29 | NM | Scholar's Edge | OppenheimerFunds | $1,899 |
| 30 | IL | Bright Start College Savings Program (Adviser) | OppenheimerFunds | $1,885 |
| State | Program Name | Assets (in $M) |
|---|---|---|
| NY | New York's College Savings Program (Direct) | $16,012 |
| NV | The Vanguard 529 Savings Plan | $10,418 |
| NH | Unique College Investing Plan | $9,689 |
| UT | Utah Educational Savings Plan Trust | $7,192 |
| CA | ScholarShare College Savings Plan | $6,023 |
| MA | U.Fund College Investing Plan | $4,829 |
| MI | Michigan Education Savings Programs | $3,987 |
| OH | CollegeAdvantage | $3,973 |
| IA | College Savings Iowa | $3,960 |
| MD | Maryland College Investment Plan | $3,948 |
| Rank | State | Program Name | Assets (in $M) |
|---|---|---|---|
| 1 | VA | CollegeAmerica | $47,551 |
| 2 | ME | NextGen College Investing Program (Adviser) | $7,935 |
| 3 | RI | CollegeBoundfund | $7,840 |
| 4 | OH | BlackRock CollegeAdvantage 529 Plan | $4,743 |
| 5 | NH | Fidelity Advisor 529 Plan | $4,346 |
| 6 | AK | John Hancock Freedom 529 | $4,175 |
| 7 | CO | Scholars Choice College Savings Program | $3,567 |
| 8 | NY | New York's College Savings Program (Adviser) | $3,302 |
| 9 | NJ | Franklin Templeton 529 College Savings Plan | $3,108 |
| 10 | NM | Scholar's Edge | $1,899 |
Source: Strategic Insight All data through June 30, 2014.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
