Overview
FTSE Russell surveyed 400 financial advisors to understand how direct indexing is evolving across the wealth management industry. The findings show that direct indexing has become a cornerstone of modern wealth management for portfolio customisation, tax-efficient investing, and serving high-net-worth clients, with adoption rising significantly over the past year.
Advisors signal strong direct indexing opportunity, especially among wealthy clients
Financial advisors are increasing direct indexing adoption to grow their business, while citing implementation and education as challenges to overcome
- Direct indexing has become a mainstream wealth management solution, helping financial advisors deliver personalised portfolios and improved after-tax outcomes for clients. The percentage of advisors using direct indexing has grown significantly in 12 months, according to our third annual survey. [Note1]
- Advisor adoption continues to grow, with direct indexing increasingly viewed as essential for staying competitive and serving high-net-worth (HNW) clients. Allocations are rising in both number of clients and the percentage of client assets under management (AuM).
- Younger advisors, larger practices and the wirehouse channel are driving direct indexing growth, demonstrating the highest levels of usage, familiarity, and interest in expanding their expertise.
- Future growth prospects remain strong, as current users plan to increase adoption. Improving platform integration, making implementation easier, and advisor education could further accelerate direct indexing’s momentum across the wealth management industry.
[1] Conducted by 8 Acre Perspective, the survey solicited input from 400 advisors between May 19th and June 9th, 2026. For more information, see about our research at the back of this report. | Back to note 1
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