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Product Companies

529 Plan College Savings Plans

AllianceBernstein - CollegeBound Saver (Rhode Island) (877) 517-4829
American Century - Learning Quest Advisor (Kansas) (877) 882-6236
American Funds - CollegeAmerica (Virginia) (800) 421-4225
BlackRock - CollegeAdvantage (Ohio) (866) 529-8582
Franklin Templeton - 529 College Savings Plan (New Jersey) (866) 362-1597
Hartford - Smart529 Plan (West Virginia) (866) 574-3542
ING - Tomorrow's Scholar (Wisconsin) (800) 334-3444
iShares - iShares 529 Plan (Arkansas) (888) 529-9552
JP Morgan - Advisor Guided 529 Program (New York) (800) 774-2108
John Hancock - Freedom 529 (Alaska) (866) 222-7498
Legg Mason - Scholars Choice College (Colorado) (888) 572-4652
Multi-Manager - Bright Directions (Illinois) (866) 722-7283
Oppenheimer - Bright Start (Illinois) (877) 432-7444
Oppenheimer - LoneStar 529 Plan (Texas) (800) 445-4723 - Option 4
Oppenheimer - Scholar's Edge (New Mexico) (888) 823-4348

 

Variable Annuity Companies

Aetna Life (800) 523-5065
Allianz Life (800) 950-5872
Allmerica (now Commonwealth) (800) 533-7881
Ameritas (800) 745-1112
AXA Equitable (800) 789-7771
Brighthouse Financial (800) 822-1292
Genworth (800) 352-9910
Guardian (212) 598-8000
Hartford (800) 862-6668
ING (855) 698-4900 OR
(888) 311-9487
Jackson National Life (800) 644-4565
John Hancock (800) 344-1029
Lincoln Financial Group (888) 868-2583
MassMutual (800) 272-2216
MetLife (800) 638-7732
National Integrity Life (800) 433-1778
National Life (800) 732-8939
Nationwide (877) 669-6877
Ohio National Life (800) 366-6654
Pacific Life (800) 722-4448
Principal Financial Group (800) 986-3343
Protective Life (800) 630-3083
Prudential (800) 621-1089
Sammons Retirement Solutions (866) 747-3421
Security Benefit (800) 888-2461
SunAmerica (AIG) (800) 445-7862
Sun Life   (800) 752-7216
Transamerica (800) 797-2643

 

Non-Traded REITs

Behringer (866) 655-3650
CNL (866) 650-0650
KBS Capital Markets Group (866) 584-1381
MacKenzie Capital Management (800) 854-8357
Wells (770) 243-4600

 

Mutual Fund Companies

#

 

361 Funds (now Hamilton Lane Funds) (866) 361-1720

 

A

 

Aberdeen Funds (866) 667-9231
ABN Amro Funds (800) 102-2595
Adaptive Allocation Fund (866) 263-9260
Adirondack Funds (518) 690-0470
AdvisorOne Funds (866) 811-0225
Aegis Fund  (800) 528-3780
AIG Sunamerica Asset Mgmt (800) 543-0407
Akre Focus Funds (877) 862-9556
Alger Funds (800) 305-8547
Alliance Bernstein Funds (800) 221-5672
Alliance College Access 529 SD (866) 529-7462
Allspring Funds (866) 701-2575
Alpine Funds (415) 392-9100
Alps Portfolio Solutions (866) 759-5679
Amana Funds (888) 732-6262
AmericaFirst Funds (916) 865-9070
American Beacon Funds (800) 658-5811
American Century Funds (800) 345-2021
American Funds (800) 421-4225
American Growth (800) 525-2406
American Reality Capital (866) 902-0063
AMF Fund (800) 327-6190 OR
(305) 377-0985
AMG Funds (800) 548-4539
Amundi Funds (800) 225-6292
AQR Funds (866) 290-2688
Aquila Funds (800) 437-1000
Arbitrage Funds (800) 560-8210
Ariel Mutual Funds (800) 292-7435
Arrow Funds (877) 277-6933
Artio Funds (now Aberdeen Funds) (866) 667-9231
Artisan Funds (800) 344-1770
Astor Funds (877) 738-0333
Ave Maria Funds  (866) 283-6274
Avenue Funds (212) 850-7500
Azzad Funds (888) 350-3369

 

B

 

Baird Funds (866) 442-2473
Baron Funds (800) 442-3814
BB&T Funds  (844) 487-8478
BBH Funds (800) 575-1265
Behringer Harvard Funds (214) 655-1600
Blackrock Funds (800) 441-7762
Bridgeway Funds (800) 661-3550
Brown Advisory Funds (800) 540-6807
BTS Funds (877) 287-9820
Buffalo Funds (800) 492-8332
Burnham Funds (now RMB Funds) (800) 462-2392

 

C

 

Calamos Funds (800) 582-6959
California Investment Funds (now Shelton Funds) (800) 955-9988
Calvert Funds (800) 368-2745
Catalyst Funds (866) 447-4228
Causeway Funds (866) 947-7000
ChartWell Investment Partners (888) 995-5505
Citi Funds (855) 931-5845
Claymore Funds (now Guggenheim) (800) 820-0888
Clipper Funds (800) 432-2504
Cohen & Steers Funds (800) 330-7348
Columbia Funds (800) 345-6611
CRA Funds (888) 272-0007
Credit Suisse Funds (212) 325-2000
CRM Funds (800) 276-2883
Cullen Funds (877) 485-8586

 

D

 

Davis Funds (800) 279-0279
Dean Funds (888) 899-8343
Delaware Funds (800) 523-1918
Diamond Hill Funds (888) 226-5595
Dimensional Funds (512) 306-7400
Direxion Funds (800) 851-0511
Dodge & Cox Funds (800) 621-3979
Domini Social Funds (800) 582-6757
Doubleline Funds (877) 354-6311
Dreyfus Funds (800) 348-3621
Driehaus Fund (800) 560-6111
Dunham Funds (800) 442-4358
DWS Funds (800) 728-3337

 

E

 

Eagle Funds (800) 237-3101
Eaton Vance Funds (800) 262-1122
Emerald Funds (855) 828-9909
Empiric Funds (512) 328-9321
Eventide Funds (877) 711-3836

 

F

 

Fairholme Funds (866) 202-2263
FAM Funds (800) 932-3271
Federated Funds (800) 245-4770
Fidelity Advisor Funds (877) 208-0098
Fiduciary Funds (800) 811-5311
First American Funds (800) 677-3863
First Eagle Funds (800) 334-2143
First Investors Funds (800) 828-1540
First Trust Portfolios (800) 621-1675
Forum Funds (212) 599-2781
Forward Funds (214) 756-6900
FPA Funds (800) 638-3060
Franklin Templeton Funds (800) 524-4040
Fundx Upgrader Funds (800) 763-8639

 

G

 

Gabelli Funds (800) 422-3554
GAM Funds (212) 407-4600
Glenmede Funds (800) 966-3200
Goldman Sachs Funds (800) 526-7384
Greenspring Funds (800) 576-7498
Guggenheim Investments (800) 820-0888
Guinness Atkinson Funds (800) 915-6566

 

H

 

Hancock Horizon Funds (800) 990-2434
Harbor Funds (800) 422-1050
Harding Loevner Funds (877) 435-8105
Hartford Funds (800) 862-6668
Heartland Funds (800) 432-7856
Henderson Global Funds (800) 525-3713
Hennessy Funds (800) 966-4354
Highmark Funds (877) 877-5083
Hodges Fund (866) 811-0224
Horizon Active Asset Funds (866) 371-2399
Hotchkis & Wiley Funds (888) 596-4926
Hussman Funds (800) 487-7626

 

I

 

ICON Funds (800) 764-0442
Intrepid Capital Management (866) 996-3863
Invesco (800) 959-4246
ISI Funds (855) 298-4236
Ivy Funds (877) 693-3546

 

J

 

Jacobs & Company Funds (888) 522-6239
James Funds (800) 995-2637
Janus Funds (800) 525-3713
Jensen Funds (800) 992-4144
John Hancock Funds (800) 225-5291
JP Morgan Funds (800) 480-4111

 

 

K

 

Keeley Funds (888) 933-5391
Kinetics Funds (800) 930-3828

 

L

 

Laudus Funds (877) 824-5615
Lazard Funds (800) 823-6300
Legg Mason Funds (800) 342-5236
Leuthold Funds (800) 273-6886
Longleaf Partners Funds (800) 445-9469
Loomis Sayles Funds (800) 633-3330
Lord Abbett Funds (888) 522-2388

 

M

 

Macquarie Funds (212) 231-1000
Mainstay Funds (800) 624-6782
Managers Funds (800) 548-4539
Manning & Napier (800) 466-3863
Marsico Funds (888) 860-8686
Matthew 25 Fund (888) 625-3863
Matthews Funds (800) 789-2742
Mercury/Merrill Lynch Funds (800) 637-7455
Meridian Funds (303) 398-2929
Metropolitan Funds (800) 241-4671
MFS Funds (800) 225-2606
Miller Convertible Funds (781) 416-4000
Morgan Stanley Funds (888) 454-3965
Muhlenkamp Fund (800) 860-3863

 

N

 

Nationwide Funds (877) 877-5083
Natixis Funds (800) 862-4863
Navigator Funds (800) 766-2264
Needham Funds (800) 625-7071
Neuberger & Berman Funds (800) 223-6448
New Alternatives Fund (800) 423-8383
Nicholas Funds (800) 544-6547
North Square Funds (877) 419-3512
Northeast Investors Funds (800) 225-6704
Northern Funds (800) 595-9111
Nuance Funds (855) 682-6233
Nuveen Funds (800) 257-8787

 

O

 

Oak Ridge Funds (800) 825-6226
Oakmark Funds  (800) 625-6275
Oberweis Funds (800) 245-7311
Old Mutual Funds (855) 434-8626
Olstein Funds (800) 799-2113
Oppenheimer Funds (800) 959-4246
Osterweis Funds (866) 236-0050

 

P

 

Pacific Advisors Funds (310) 996-5485
Pacific Life Funds (800) 800-7646
Paradigm Funds (518) 431-3500
Parnassus Funds (800) 999-3505
Pax World Mutual Funds (800) 372-7827
Pear Tree Funds (800) 326-2151
Perimeter Funds (404) 255-0118
Perritt Funds (800) 332-3133
PIMCO Funds (888) 877-4626
Pinebridge Funds (646) 857-8000
PNC Funds (855) 762-4683
Portfolio 21 Funds (866) 209-1962
Praxis Mutual Funds (800) 977-2947
Primecap Funds (800) 729-2307
Principal Funds (800) 222-5852
Profunds (888) 776-3637
Prudent Funds (800) 341-7400
Putnam Funds (800) 225-1581

 

R

 

Rivernorth Funds (888) 848-7569
Riverpark Funds (888) 564-4517
Riversource Funds (800) 541-2251
Robeco Funds (646) 690-9389
Rochdale Funds (888) 889-0799
Roge Partners Funds (877) 218-0085
Royce Funds (800) 841-1180
Russell Funds (800) 787-7354
Rydex Funds (800) 820-0888

 

S

 

Satuit Funds (866) 972-8848
Schwab Funds (800) 435-4000
Security Benefit Funds (800) 888-2461
SEI Funds (800) 342-5734
Selected Funds (800) 243-1575
Sequoia Fund (800) 686-6884
Southernsun Funds (901) 341-2700
SSGA Funds (617) 786-3000
Strategic Partners/Jennison Dryden (800) 225-1852

 

T

 

T. Rowe Price Funds (800) 537-6172
TCW Funds (800) 386-3829
The Weitz Funds (800) 304-9745
Third Avenue Funds (800) 443-1021
Thompson Funds (800) 999-0887
Thornburg Funds (800) 847-0200
TIAA-CREF (800) 842-2252
Timothy Plan Funds (800) 846-7526
Tocqueville Funds (800) 697-3863
Touchstone Funds (800) 543-0407
Transamerica Funds (888) 233-4339
Tweedy Browne Funds (800) 432-4789

 

U

 

UBS Funds (800) 354-9103
UMB Scout Funds (800) 521-1195
United Services Funds (800) 873-8637
USA Mutuals - Vice Fund (866) 264-8783

 

V

 

Value Line  (800) 243-2729
Van Eck Funds (800) 826-2333
Van Kampen Funds (Now Invesco) (800) 959-4246
Vanguard Funds (800) 523-1036
Victory Funds (800) 539-3863
Virtus Funds (413) 775-6091 OR
(800) 243-1574 OR
(866) 270-7788

 

W
 

W.P. Carey (800) 972-2739
Wasatch Funds (800) 551-1700
Westcore Funds (858) 625-4100
Westport Funds (203) 429-8600
Westwood Funds (214) 756-6900
Whitebox Funds (646) 205-5360
William Blair Funds (800) 742-7272
Wilmington Trust  (800) 836-2211
Wisdom Tree (866) 909-9473
World Funds (800) 527-9525
Wright Funds (800) 232-0013
 
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