A wealthy US investors say they are likely to hire a financial advisor who provides crypto guidance, according to a June 2025 CoinShare Survey of 500 individuals with at least $500,000 in investable assets.
The majority of investors (88%) have already worked with advisors, with 58% ranking as the most reliable source of digital asset information. Before market analysis tools, podcasts and peer networks.
Of those who are not yet encrypted, 78% of sub-highnet westerns and 93% of high-level respondents said they would consult their advisors before making a purchase.
The survey also shows that 82% of all respondents are “more leaning” to maintain advisors providing cryptographic guidance, while 49% actively seek one with demonstrable expertise.
What investors want
Respondents cite two main roles of advisors. It protects compliant investment instruments such as funds (ETFs) and trusts traded on exchanges, and designs portfolios and risk management strategies selected by 54% of each participant.
Other valuable services include custody recommendations (46%), tax and regulatory support (49%), and education on the fundamentals of blockchain (47%).
When asked about the Red Flag, 29% refer to advisors who lack personal cryptography experience, and 29% refer to product recommendations provided without a clear explanation of risk.
Persona shapes the demand for advice
Coinshare segment investors will place investors in three groups: “crypto” (21%), “cautiously confident” (38%) and “37%).
Cryptography is leaning towards advisors for basic education and prefers passive products. At the same time, you will carefully and confidently seek familiar structures such as ETFs and stablecoins.
Devotion wants advanced strategies that cover distributed finance (DEFI), staking and tax optimization.
Of all personas, 65% say they delayed their allocation due to lack of reliable information, and only 6% feel they are well informed about their digital assets investments.
Advisor outlook
The report highlighted that 91% of advisors surveyed in late 2024 were optimistic about mainstream adoption for Bitcoin, while 42% warned that slower adopters face higher risks.
These views reflect client sentiment as 90% of current crypto holders plan to increase exposure in 2025, while 75% of non-holders want to learn more or invest quickly.
The findings outline specific areas of service, such as compliant products, portfolio design, custody, and taxation, positioning the capabilities of digital assets as a critical factor in advisor selection among wealthy investors and driving that preference.
It is mentioned in this article
