Rich US traders say they’re extra prone to rent monetary advisers who present crypto steerage, in keeping with a June 2025 CoinShares survey of 500 people with no less than $500,000 in investable belongings.
A overwhelming majority (88%) of traders 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 reveals that 82% of all respondents could be “extra inclined” to retain an adviser who gives crypto steerage, whereas 49% would actively search one with demonstrable experience.
What traders need
Respondents cite two major roles for advisers: securing compliant funding automobiles akin to exchange-traded funds (ETFs) or trusts and designing portfolio allocation and danger administration methods, every chosen by 54% of contributors.
Different valued providers embody custody suggestions (46%), tax and regulatory assist (49%), and schooling on blockchain fundamentals (47%).
When requested about crimson flags, 29% level to advisers who lack private crypto expertise, and one other 29% level to product suggestions delivered with out a clear clarification of dangers.
Personas form recommendation demand
CoinShares phase traders into three teams: “crypto-curious” (21%), “cautiously assured” (38%), and “dedicated” (37%).
The crypto-curious lean on advisers for fundamental schooling and like passive merchandise. On the identical time, the cautiously assured search acquainted constructions akin to ETFs and stablecoins.
The dedicated need superior methods protecting 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 greater dangers.
These views mirror shopper sentiment, as 90% of present crypto holders plan to extend publicity in 2025, whereas 75% of non-holders both need to be taught extra or intend to take a position quickly.
The findings place digital asset competence as a decisive consider adviser choice amongst prosperous traders and description particular service areas, akin to compliant merchandise, portfolio design, custody, and tax steerage, that drive that choice.
