Rich US traders say they’re extra more likely to rent monetary advisers who present crypto steerage, in keeping with a June 2025 CoinShares survey of 500 people with at the least $500,000 in investable property.
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 might seek the advice of an adviser earlier than making a purchase order.
The survey additionally exhibits that 82% of all respondents can be “extra inclined” to retain an adviser who presents crypto steerage, whereas 49% would actively search one with demonstrable experience.
What traders need
Respondents cite two main roles for advisers: securing compliant funding autos corresponding to exchange-traded funds (ETFs) or trusts and designing portfolio allocation and threat administration methods, every chosen by 54% of contributors.
Different valued companies embrace custody suggestions (46%), tax and regulatory assist (49%), and schooling 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 and not using 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 similar time, the cautiously assured search acquainted constructions corresponding to ETFs and stablecoins.
The dedicated need superior methods overlaying 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 totally 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 increased dangers.
These views mirror consumer 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 take a position quickly.
The findings place digital asset competence as a decisive consider adviser choice amongst prosperous traders and description particular service areas, corresponding to compliant merchandise, portfolio design, custody, and tax steerage, that drive that desire.