Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first quarter of 2026, according to the “Model Portfolios Quarterly Trends Report” compiled by the fintech firm Broadridge Financial Solutions. Broadridge projects that over the next four years, the model portfolio industry will continue to grow at a double-digit rate, likely reaching $18.6 trillion by 2030.

The firm’s findings align with forecasts from other industry research, including Cerulli Associates and Morningstar, which show advisors’ increasing reliance on models. The past year has also seen a ramp-up in TAMPs partnering with third-party asset managers and wealthtech firms to create custom models and models that…