Wealthy US Investors Demand Crypto Guidance 82% Prefer Advisers with Crypto Expertise

Wealthy investors in the US are increasingly seeking financial advisers who can provide informed strategies on cryptocurrencies, according to a survey conducted in June 2025. The survey, which included 500 individuals with at least $500,000 in investable assets, revealed that 82% of respondents would be more inclined to retain an adviser who offers crypto guidance. This preference underscores the growing importance of digital assets in the investment portfolios of affluent individuals.

Among the survey participants, 88% already work with a financial adviser, and 58% consider their advisers as the most trusted source for digital asset information. This trust surpasses other sources such as market analysis tools, podcasts, and peer networks. The survey also found that 78% of sub-high-net-worth and 93% of high-net-worth respondents who are not yet invested in crypto would consult an adviser before making a purchase.

Investors are looking for advisers who can provide a range of services, including securing compliant investment vehicles like exchange-traded funds (ETFs) or trusts, and designing portfolio allocation and risk management strategies. Other valued services include custody recommendations, tax and regulatory support, and education on blockchain fundamentals. Notably, 29% of respondents cited a lack of personal crypto experience in advisers as a red flag, while another 29% pointed to product recommendations delivered without a clear explanation of risks.

The survey segmented investors into three groups based on their level of engagement with crypto: “crypto-curious” (21%), “cautiously confident” (38%), and “committed” (37%). The crypto-curious group leans on advisers for basic education and prefers passive products. The cautiously confident group seeks familiar structures such as ETFs and stablecoins, while the committed group wants advanced strategies covering decentralized finance (DeFi), staking, and tax optimization. Across all personas, 65% say they have delayed an allocation because reliable information was lacking, and only 6% feel fully informed about digital-asset investing.

Advisers themselves remain optimistic about the mainstream adoption of Bitcoin, with 91% surveyed in late 2024 expressing confidence in its future. However, 42% warn that late adopters will face higher risks. This sentiment mirrors client views, as 90% of current crypto holders plan to increase their exposure in 2025, while 75% of non-holders either want to learn more or intend to invest soon. The findings highlight digital asset competence as a decisive factor in adviser selection among affluent investors, outlining specific service areas such as compliant products, portfolio design, custody, and tax guidance that drive this preference.