The Finance Shelf

The Bitwise/VettaFi 2026 Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets (Bitwise)

SurveyBitwiseJanuary 202620 pages30 min readOriginal source
Key number
32%
Advisors Allocating to Crypto for Clients p.3
Largest segment
46%
Independent RIAs Share of Respondents p.6
What changed
42%
Advisors Able to Buy Crypto in Client Accounts p.3

Summary

  • Thirty-two percent (32%) of advisors reported allocating to crypto in client accounts in 2025, an all-time high up from 22% in 2024.p.3
  • Fifty-six percent (56%) of advisors reported owning crypto in their personal portfolios, marking the highest level since the survey began in 2018.p.3
  • Among client portfolios with crypto exposure, 64% had allocations greater than 2%, up from 51% in 2024.p.3
  • Forty-two percent (42%) of advisors indicated they are able to buy crypto in client accounts, compared to 35% in 2024 and 19% in 2023.p.3
  • Stablecoins and tokenization attracted the highest interest among advisors at 30%, followed by digital gold/fiat debasement hedges at 22%.p.3
  • Ninety-four percent (94%) of advisors received client questions about crypto in the past 12 months.p.8

Key insights

  1. Ninety-nine percent (99%) of advisors who currently allocate to crypto in client accounts plan to either maintain or increase that exposure in 2026.p.4
  2. When allocating to crypto, advisors overwhelmingly source funds from equities (43%) or cash (35%).p.4
  3. Sixty-five percent (65%) of advisors expect the price of Bitcoin to be higher one year from the survey launch.p.4
  4. Independent Registered Investment Advisors (RIAs) comprised the largest respondent group in the survey at 46%.p.6
  5. A majority of clients (74%) invested in crypto outside of their advisory relationship in 2025.p.9
  6. Concerns about volatility (57%) and regulation (53%) remain the top obstacles preventing advisors from starting or adding client crypto exposure.p.13
  7. Seventy-seven percent (77%) of advisors identified exchange-traded funds as their preferred vehicle for investing in crypto.p.14

Topics and entities

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