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Rich US Investors Let’s say it is more likely to be hired by financial advisors who provide a crypt centers according to June 2025 Coinshares Survey of 500 individuals with investable assets at least $ 500,000.
The vast majority (88%) of investors are already working with an advisor and 58% advise advisors as their most trusted source of information about digital assets.
Among those who are not yet in the crypt, 78% of partial value, and 93% of high -value respondents said they would consult an advisor before buying.
The survey also shows that 82% of all respondents would be “more inclined” to maintain the advisor offered by the crypt centers, while 49% would actively seek one with demonstrable expertise.
What investors want
Respondents present two primary roles for advisors: ensuring compatible investment vehicles, such as the funds traded on the stock exchange (ETF) or trustworthy and designing a portfolio and risk management strategies, each selected by 54% of participants.
Other weighted services include Recommendations for Binding (46%), Tax and Regulatory Support (49%) and Blockchain Education (47%).
When he asked about the red flags, 29% point to an advisor who lacks personal crypto experience, and another 29% points to the recommendation of the product without a clear explanation of risks.
Personas to shape the advice of demand
Coinshares investors segment into three groups: “crypto-curious” (21%), “carefully self-confident” (38%) and “committed” (37%).
Crypto-curious are based on basic education advisors and prefer passive products. At the same time, they are carefully consistently looking for familiar structures such as ETF and stablecoins.
Deleted want advanced strategies including decentralized finances (defi), betting and tax optimization.
In all personalities, 65% argue that they have delayed the allocation, because reliable information was missing and only 6% feel fully informed about investing in digital assets.
Counselor outlook
The report stressed that 91% of advisors responded at the end of 2024 remain optimistic Bitcoins The acceptance of the mainstream and 42% warns that late adoptors will face a higher risk.
These views reflect clients’ sentiment, because 90% of the current crypt holders plan to increase the exposure in 2025, while 75% of non-wires want to learn or intend to invest soon.
The findings will place the competence of digital assets as a decisive factor in the selection of advisors between rich investors and outline specific areas of services, such as products compliant, portfolio design, link and tax instructions that lead this preference.
