Broadridge Projects Model Portfolio AUM to Hit $18.6T by 2030, Partners with Fispoke
BR•Broadridge reports model portfolio assets reached $9.3 trillion by end-2025 and projects AUM to grow 15.4% annually to $18.6 trillion by 2030, with broker/dealers holding 45% and RIAs 28% share. It also launched a strategic collaboration with Fispoke to integrate private banking and lending into independent wealth platforms.
1. Model Portfolio AUM Growth Projections
Broadridge’s Model Portfolios Quarterly Trends Report shows assets under management reached $9.3 trillion by end-2025, marking 18% growth since 2020, and forecasts a 15.4% annual increase to $18.6 trillion by 2030.
2. Retail Channel Market Shares
In the retail intermediary channel, broker/dealers command 45% of model assets, RIAs 28%, wirehouses 18% and discount platforms 9%, while the top 10 models—totaling $287.3 billion—are 83.1% managed by broker/dealers.
3. Q1 2026 Channel Performance Dynamics
From Q4 2025 to Q1 2026, online platforms were the only channel to grow model AUM by 3.6% to $321 billion, while RIAs fell 2.4% to ~$1 trillion, wirehouses down 1.7% to $661 billion and broker/dealers down 1% to $1.65 trillion.
4. Strategic Collaboration with Fispoke
Broadridge and fintech firm Fispoke announced a collaboration to embed private banking and lending capabilities into independent wealth firms’ platforms, aiming to broaden service offerings for advisors and RIAs.
