Preferred Rollover IRA Destination

Preferred Rollover IRA Destination*
2009
Rank
2008
Rank
Firm
1 1 Fidelity Investments
2 2 Vanguard
3 3 Charles Schwab
4 N/A Wells Fargo/Wachovia Securities
5 13 Edward Jones
6 12 TD Ameritrade
7 8 T. Rowe Price
8 16 American Funds
9 4 Merrill Lynch
10 7 Ameriprise
11 N/A ING DIRECT/Sharebuilder
12 10 TIAA-CREF
13 15 Bank of America Securities
14 N/A Scottrade
15 22 UBS
*Based on survey by Cogent Research of 4,000 affluent investors who have a former ESRP and are likely to roll assets to an IRA in next year.
Source: Cogent Research, 2010.