tl;dr
A June 2025 CoinShares survey of 500 US investors with at least $500,000 in assets found that 82% prefer financial advisers who provide informed crypto strategies. Most investors (88%) already work with advisers, trusting them more than other sources for digital asset information. Among non-crypto i...
A June 2025 CoinShares survey of 500 wealthy US investors with at least $500,000 in assets reveals that 82% prefer financial advisers who offer informed crypto strategies. Emphasizing compliant investment vehicles, portfolio risk management, and tax support, these investors place high value on advisers’ expertise in digital assets. Currently, 88% already work with advisers, trusting them more than other sources for crypto information.
Among non-crypto investors, a substantial 78% to 93% would seek advice from a financial professional before investing. The survey identifies key roles advisers should fulfill, such as securing compliant investment vehicles like ETFs and trusts, as well as designing portfolio allocation and risk management strategies. Other important services include custody recommendations, tax and regulatory support, and education on blockchain fundamentals.
Investors flag potential red flags such as advisers lacking personal crypto experience or those who fail to clearly explain investment risks. The survey groups investors into three personas: “crypto-curious” investors seeking basic education and passive products; “cautiously confident” investors favoring familiar structures like ETFs and stablecoins; and “committed” investors desiring advanced strategies including decentralized finance (DeFi), staking, and tax optimization.
Delays in crypto investment are common, with 65% of investors citing insufficient reliable information as a barrier, and only 6% feeling fully informed. Both advisers and clients express optimism for Bitcoin’s mainstream adoption, with 90% of current crypto holders planning increased exposure in 2025, and 75% of non-holders either wanting to learn more or intent on investing soon.
The findings underscore that digital asset expertise remains a critical factor in adviser selection among wealthy US investors. Services that enhance compliant product access, portfolio design, custody, and taxation will continue to drive investor preference toward well-informed advisers who meet evolving crypto needs.