FAs & Digital Assets: Client Ownership Report
- More financial advisors are recommending crypto, secondary_keyword_1, and secondary_keyword_2 to their clients, primary_keyword, according to a recent Advisor Pulse Survey.
- Nearly one-quarter (24%) of financial advisors indicated that digital assets are now held by more than half of their clients, a 25% jump from the previous quarter.
- Approximately 65% of advisors have recommended crypto to at least 10% of their clients, with over a third (35%) recommending it to at least half, the survey revealed.
Financial advisors are rapidly increasing their crypto recommendations to clients, the primarykeyword. A recent survey reveals a surge in adoption, with 20% of advisors suggesting digital assets to all clients, a near doubling compared to Q3 2024. Moreover, many advisors are exploring the integration of secondarykeyword1 and secondarykeyword_2 into client portfolios. The survey, conducted by the Digital Assets Council of Financial Professionals, highlights the growing confidence in crypto as a key portfolio component, as seen by News Directory 3. Discover what’s next for financial advisors and digital assets.
financial Advisors Increasingly Recommend Crypto to Clients
Updated May 27, 2025
More financial advisors are recommending crypto, secondary_keyword_1, and secondary_keyword_2 to their clients, primary_keyword, according to a recent Advisor Pulse Survey. The Digital Assets Council of Financial Professionals (DACFP), with sponsorship from Franklin Templeton Digital Assets, conducted the survey.
Nearly one-quarter (24%) of financial advisors indicated that digital assets are now held by more than half of their clients, a 25% jump from the previous quarter. Furthermore, the survey found that 20% of advisors now suggest crypto to all their clients, almost twice the percentage reported in the third quarter of 2024.
Approximately 65% of advisors have recommended crypto to at least 10% of their clients, with over a third (35%) recommending it to at least half, the survey revealed.
“Thes findings demonstrate a significant acceleration in crypto adoption among both advisors and their clients,” said DACFP Founder Ric Edelman. “The steady increase in allocation recommendations suggests growing advisor confidence in digital assets as a portfolio component.”
Among advisors who recommend crypto, almost a third (30%) advise allocating 2% of assets. An additional 20% suggest a 5% allocation, while the percentage of advisors recommending larger allocations of 10% to 14% has increased by 3% since the third quarter.
Of the advisors not yet recommending crypto, 46% plan to do so, with 33% intending to start within six months. Ninety percent of those planning to start will recommend allocations of 1% to 5%.
The survey, conducted between October and December 2024, included 266 financial professionals. The majority of respondents (63%) primarily serve clients with assets ranging from $500,000 to $3.5 million, and 34% manage assets exceeding $100 million.
What’s next
As interest in digital assets continues to grow, financial advisors will likely play an increasingly critically important role in guiding clients through the complexities of the crypto market.