88% of Crypto Investors Seek Financial Advisor Guidance 82% of Wealthy Investors Prefer Crypto-Savvy Advisors 89% Plan to Increase Crypto Exposure by 2025

CoinShares, a global investment firm specializing in digital assets, recently released findings from its latest investor sentiment study. The survey, which polled 500 investors including high-net worth and sub-high-net worth individuals, revealed that 88% of crypto investors already work with a financial advisor. This figure underscores the growing trend of investors seeking professional guidance in navigating the complex world of digital assets.

The study also found that 82% of wealthy investors would be more inclined to work with a financial advisor who offers crypto-related investment guidance. This preference highlights the increasing demand for advisors who can provide expert insights into the digital asset space. However, the survey also identified a significant credibility gap, with 29% of respondents expressing concerns over the lack of personal experience with digital assets among advisors and the absence of risk explanation when recommending digital asset products.

Jean-Marie Mognetti, CEO of CoinShares, emphasized the importance of advisors investing in their own credibility to differentiate themselves in a competitive market. He noted that investors are looking for strategic partners who can serve as educators, risk managers, and gatekeepers to secure investment vehicles such as crypto ETFs and trusts. The most valued advisor roles, according to the survey, include risk management, access to compliant vehicles like crypto ETFs and trusts, and custody and security guidance.

The survey also revealed that 89% of current digital asset holders, including high-net worth investors, plan to increase their exposure to the asset class in 2025. Over half of the respondents monitor or trade crypto at least daily, indicating that crypto has become a core part of their wealth strategy. Additionally, 55% of respondents said it is "extremely important" for financial advisors to have digital asset knowledge, and 51% said they would specifically seek out advisors who provide crypto education.

Sub-high-net-worth investors are more likely than their wealthier peers to plan to increase their crypto exposure in the near future. However, they face steeper information and access barriers, often teaching themselves using public tools and platforms to navigate complex markets. This highlights the need for advisors to provide more than basic knowledge and to serve as educators and risk managers in the digital asset space.

The study also found that investors favor digital asset vehicles like ETFs and trusts for their security and regulatory oversight. 28% of investors use these regulated investment products, more than the 21% who invest through centralized exchanges. This preference for regulated products underscores the importance of credibility and risk transparency in the digital asset landscape.

The CoinShares survey was fielded in April 2025 and polled 500 wealthy investors, with a margin of error of ±4.4%. The results provide a comparative look at how investors and advisors are aligned—and where they have differing views—on the future of digital asset investing. The study highlights a shared interest in crypto but also some disconnect between the two audiences on trust, risk, and communication.

This expansion indicates a growing trend towards incorporating professional advice within crypto investments, underscoring the market's maturation and trust-building key elements. The survey highlights a demand for crypto-savvy advisors, offering opportunities for financial professionals to cater to growing digital asset interests. This trend is reshaping advisory dynamics within the high-net-worth segment. Financial experts with crypto expertise gain a competitive advantage, attracting affluent clients by providing essential market insights. The evolving role of advisors as strategic partners is increasingly necessary for client retention.