Financial Advisor Model Portfolios Surge to $4.4T in Assets
A first-quarter 2025 “Model Portfolio Trend” report compiled by fintech firm Broadridge Financial Solutions confirms that financial advisors have increasingly gravitated to model portfolios. The report found that model portfolios remain popular for all types of advisors, but grew fastest in the RIA channel. What’s more, model portfolios seem to be particularly well-received with mass affluent clients.
According to Broadridge research, industry-wide, model portfolios held an estimated $7.7 trillion, or 34.2% of all funds sold through the retail intermediary market. By 2029, the firm estimates that assets held in models will grow by 15% annually to $13.2 trillion. In the first quarter of 2025, models provided through financial…
