Broadridge Financial Solutions projects that model portfolio assets will grow to $18.6 trillion by 2030, driven by double-digit annual growth. The industry totaled $9.3 trillion at year-end 2025, representing 18% growth since 2020, and accounted for roughly one-third of all assets held by retail intermediary channels in the first quarter of 2026. Broker/dealers hold the largest share of model assets at 45%, followed by RIAs at 28%, wirehouses at 18%, and online platforms at 9%. ETFs continue to gain share, with 58% of model assets held in these vehicles in the first quarter of 2026, up from 54% a year earlier, while mutual fund allocations fell from 46% to 42%.
Broadridge Financial Solutions IncBroadridge projects strong growth in model portfolio assets, which drives demand for its technology and services.