- Models have become central to client portfolios, with advisor usage expanding across advisor-constructed, home office, and third-party options.
- RIAs lead adoption, with models representing 59% of client assets and 57% of accounts.
- Among RIAs, advisor-constructed models dominate: 85% of advisors often or sometimes use them in client portfolios.
- While advisor-constructed models remain most common, especially among RIAs, adoption of in-house and third-party models continues to rise, underscoring the appeal of scale and efficiency.
