| 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 |
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
