Rich US buyers say they’re extra prone to rent monetary advisers who present crypto steering, in accordance with a June 2025 CoinShares survey of 500 people with at the least $500,000 in investable belongings.
A overwhelming majority (88%) of buyers already work with an adviser, and 58% rank advisers as their most trusted supply for digital asset info., forward of market evaluation instruments, podcasts, and peer networks.
Amongst these not but in crypto, 78% of sub-high-net-worth and 93% of high-net-worth respondents stated they’d seek the advice of an adviser earlier than making a purchase order.
The survey additionally exhibits that 82% of all respondents could be “extra inclined” to retain an adviser who affords crypto steering, whereas 49% would actively search one with demonstrable experience.
What buyers need
Respondents cite two major roles for advisers: securing compliant funding automobiles equivalent to exchange-traded funds (ETFs) or trusts and designing portfolio allocation and threat administration methods, every chosen by 54% of individuals.
Different valued providers embody custody suggestions (46%), tax and regulatory help (49%), and training on blockchain fundamentals (47%).
When requested about purple flags, 29% level to advisers who lack private crypto expertise, and one other 29% level to product suggestions delivered with no clear clarification of dangers.
Personas form recommendation demand
CoinShares phase buyers into three teams: “crypto-curious” (21%), “cautiously assured” (38%), and “dedicated” (37%).
The crypto-curious lean on advisers for primary training and like passive merchandise. On the similar time, the cautiously assured search acquainted buildings equivalent to ETFs and stablecoins.
The dedicated need superior methods masking decentralized finance (DeFi), staking, and tax optimization.
Throughout all personas, 65% say they’ve delayed an allocation as a result of dependable info was missing, and solely 6% really feel absolutely knowledgeable about digital-asset investing.
Adviser’s outlook
The report highlighted that 91% of advisers surveyed in late 2024 stay optimistic about Bitcoin’s mainstream adoption, and 42% warn that late adopters will face larger dangers.
These views mirror shopper sentiment, as 90% of present crypto holders plan to extend publicity in 2025, whereas 75% of non-holders both wish to study extra or intend to speculate quickly.
The findings place digital asset competence as a decisive think about adviser choice amongst prosperous buyers and description particular service areas, equivalent to compliant merchandise, portfolio design, custody, and tax steering, that drive that desire.
