Wealthy US investors are increasingly looking for financial advisers who can provide guidance on cryptocurrencies, according to a recent survey conducted by CoinShares. The survey, which included 500 individuals with at least $500,000 in investable assets, found that 88% of investors already work with an adviser, and 58% consider advisers to be their most trusted source of information on digital assets.
Among respondents who are not yet invested in crypto, 78% of sub-high-net-worth and 93% of high-net-worth individuals said they would consult an adviser before making a purchase. Additionally, 82% of all respondents stated that they would be more inclined to retain an adviser who offers crypto guidance, with 49% actively seeking an adviser with expertise in the field.
When it comes to the specific services investors are looking for from advisers, the survey revealed that securing compliant investment vehicles such as exchange-traded funds (ETFs) or trusts and designing portfolio allocation and risk management strategies were top priorities for 54% of participants. Other valued services included custody recommendations, tax and regulatory support, and education on blockchain fundamentals.
The survey also identified three distinct investor personas: “crypto-curious” (21%), “cautiously confident” (38%), and “committed” (37%). The crypto-curious group leans on advisers for basic education and prefers passive products, while the cautiously confident seek familiar structures like ETFs and stablecoins. The committed investors are interested in advanced strategies such as decentralized finance (DeFi), staking, and tax optimization.
Overall, the survey found that 65% of respondents have delayed making a crypto allocation due to a lack of reliable information, and only 6% feel fully informed about digital asset investing. Despite this, 90% of current crypto holders plan to increase their exposure in 2025, while 75% of non-holders either want to learn more or intend to invest soon.
The report also highlighted that 91% of advisers surveyed in late 2024 remain optimistic about Bitcoin’s mainstream adoption, with 42% warning that late adopters may face higher risks. This aligns with client sentiment, as digital asset competence is becoming a decisive factor in adviser selection among affluent investors.
In conclusion, the survey underscores the growing importance of crypto guidance for financial advisers and outlines specific service areas, such as compliant products, portfolio design, custody, and tax guidance, that are driving investor preference in this space. As the demand for crypto advice continues to rise, advisers who can provide expertise in this area are likely to see increased interest from wealthy investors.