A rich US buyers say they’re more likely to rent a monetary advisor who offers crypto steering, in response to a June 2025 CoinShare Survey of 500 people with no less than $500,000 in investable property.
Nearly all of buyers (88%) have already labored with advisors, with 58% rating as essentially the most dependable supply of digital asset data. Earlier than market evaluation instruments, podcasts and peer networks.
Of those that should not but encrypted, 78% of sub-highnet westerns and 93% of high-level respondents mentioned they’d seek the advice of their advisors earlier than making a purchase order.
The survey additionally reveals that 82% of all respondents are “extra leaning” to take care of advisors offering cryptographic steering, whereas 49% actively search one with demonstrable experience.
What buyers need
Respondents cite two foremost roles of advisors. It protects compliant funding devices similar to funds (ETFs) and trusts traded on exchanges, and designs portfolios and threat administration methods chosen by 54% of every participant.
Different beneficial providers embody custody suggestions (46%), tax and regulatory help (49%), and training on the basics of blockchain (47%).
When requested in regards to the Crimson Flag, 29% confer with advisors who lack private cryptography expertise, and 29% confer with product suggestions supplied and not using a clear clarification of threat.
Persona shapes the demand for recommendation
Coinshare section buyers will place buyers in three teams: “crypto” (21%), “rigorously assured” (38%) and “37%).
Cryptography is leaning in direction of advisors for fundamental training and prefers passive merchandise. On the identical time, you’ll rigorously and confidently search acquainted buildings similar to ETFs and stablecoins.
Devotion needs superior methods that cowl distributed finance (DEFI), staking and tax optimization.
Of all personas, 65% say they delayed their allocation resulting from lack of dependable data, and solely 6% really feel they’re effectively knowledgeable about their digital property investments.
Advisor outlook
The report highlighted that 91% of advisors surveyed in late 2024 have been optimistic about mainstream adoption for Bitcoin, whereas 42% warned that slower adopters 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 wish to study extra or make investments shortly.
The findings define particular areas of service, similar to compliant merchandise, portfolio design, custody, and taxation, positioning the capabilities of digital property as a vital consider advisor choice amongst rich buyers and driving that choice.
