A vast majority (88%) of investors already work with an adviser, and 58% rank advisers as their most trusted source for digital asset information., ahead of market analysis tools, podcasts, and peer networks.
Among those not yet in crypto, 78% of sub-high-net-worth and 93% of high-net-worth respondents said they would consult an adviser before making a purchase.
The survey also shows that 82% of all respondents would be “more inclined” to retain an adviser who offers crypto guidance, while 49% would actively seek one with demonstrable expertise.
Respondents cite two primary roles for advisers: securing compliant investment vehicles such as exchange-traded funds (ETFs) or trusts and designing portfolio allocation and risk management strategies, each selected by 54% of participants.
Other valued services include custody recommendations (46%), tax and regulatory support (49%), and education on blockchain fundamentals (47%).
When asked about red flags, 29% point to advisers who lack personal crypto experience, and another 29% point to product recommendations delivered without a clear explanation of risks.
CoinShares segment investors into three groups: “crypto-curious” (21%), “cautiously confident” (38%), and “committed” (37%).
The crypto-curious lean on advisers for basic education and prefer passive products. At the same time, the cautiously confident seek familiar structures such as ETFs and stablecoins.
The committed want 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.
These views mirror client sentiment, as 90% of current crypto holders plan to increase exposure in 2025, while 75% of non-holders either want to learn more or intend to invest soon.
The findings position digital asset competence as a decisive factor in adviser selection among affluent investors and outline specific service areas, such as compliant products, portfolio design, custody, and tax guidance, that drive that preference.
