Broadridge Sees Model Portfolios Reaching $18.6 Trillion by 2030 as ETFs Gain Share
Updated
Updated · Wealth Management · Jun 17
Broadridge Sees Model Portfolios Reaching $18.6 Trillion by 2030 as ETFs Gain Share
2 articles · Updated · Wealth Management · Jun 17
Summary
$18.6 trillion is Broadridge’s 2030 forecast for model portfolios, implying double-digit annual growth from $9.3 trillion in assets at the end of 2025.
One-third of retail intermediary assets were already in models in the first quarter of 2026, underscoring advisers’ rising use of outsourced portfolio construction.
45% of model assets sit with broker/dealers, ahead of RIAs at 28%, but online platforms were the only retail channel to grow quarter over quarter, rising 3.6% to $321 billion.
58% of model assets were held in ETFs in the first quarter, up from 54% a year earlier, while mutual funds fell to 42% and ETF-only models climbed to 38% of the market.
The shift comes as TAMPs increasingly partner with third-party managers and wealthtech firms to build custom models, including strategies blending public and private assets.