Rich American investors say that they more often hire financial advisors that offer crypto guidelines, according to a coinshares survey of June 2025 among 500 people with at least $ 500,000 in bastable assets.
A vast majority (88%) of the investors are already working together with a consultant and 58% Range Adviseurs as their most trusted source for information about digital assets, prior to market analysis tools, podcasts and peer networks.
Among those who are not yet in crypto, 78% of the sub-HIGN-NET value and 93% of the high-network-worthy respondents said they would consult a consultant before they made a purchase.
The research also shows that 82% of all respondents would be “more inclined” to retain a consultant who offers crypto guidelines, while 49% would actively look for one with demonstrable expertise.
What investors want
Respondents mention two primary roles for advisers: securing compatible investment vehicles such as listed funds (ETFs) or trusts and designing portfolio tuting and risk management strategies, each selected by 54% of the participants.
Other valued services include guardianship recommendations (46%), tax and legal support (49%) and education on blockchain -fundamentals (47%).
When demand for red flags, 29% points to advisers who do not have a personal crypto experience, and another 29% points to product recommendations that are delivered without a clear explanation of risks.
Personas Form Advice requirement
Coinshares Segment investors in three groups: “Crypto news rigger” (21%), “Carefully self-confident” (38%) and “dedicated” (37%).
The crypto-news rigid leans on advisers for primary education and prefer passive products. At the same time, the carefully confident trusted structures such as ETFs and Stablecoins are looking for.
The devoted willing advanced strategies for decentralized finances (Defi), deployment and tax optimization.
In all personas, 65% say that they have postponed an allocation because reliable information was missing, and only 6% feel completely informed about digital-asset investing.
Outlook from consultant
The report emphasized that 91% of the advisers investigated at the end of 2024 will remain optimistic about the mainstream acceptance of Bitcoin, and 42% warns that late adopters will undergo higher risks.
These views reflect the sentiment of the customer, because 90% of the current crypto holders are planning to increase exposure in 2025, while 75% of the non-holders want to learn more or plan to invest soon.
The findings position digital asset competence as a decisive factor in the selection of advisers among well -to -do investors and sketches specific service areas, such as conforming products, portfolio design, custody and tax guidelines that stimulate that preference.
