The private wealth market is exploding. In a recent sponsor briefing report titled The Retail Investor & Private Wealth Advisory Market Roadmap, Institutional Real Estate Inc. (IREI) estimates the private wealth market stands at $205 trillion — compared with a $170 trillion institutional market — and is growing at an average annual rate of 8 percent.
The opportunity found in those numbers is not lost on financial advisers. With this much capital looking for a home, the challenge isn’t so much how to access investment capital but how to invest it. Enter model portfolios, which are growing in acceptance even faster than the wealth market as a whole.
According to Broadridge Financial Solutions, the U.S. model portfolio market had $7.7 trillion of assets under management as of April 2025, up from $5.1 trillion in assets at the end of 2023. Broadridge projects the market will hit $11.3 trillion by 2028 and $13.2 trillion by 2029.
MODEL
