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Bitcoin Surges as Advisors Turn Bullish

Financial Advisors Increase Crypto Allocations to Record Levels

  • 32% of financial advisors reported allocating to crypto in client accounts over the past year, up from 22% in 2024.
  • 56% of advisors now personally own crypto, marking the highest level of ownership since the survey began in 2018.
  • 64% of client portfolios with crypto exposure allocate more than 2%, a rise from last year’s figure of 51%.
  • 42% of advisors have institutional access to buy crypto for clients, up from just 19% in 2023.
  • Stablecoins and tokenization are the most exciting themes for advisors, garnering interest from about a third of them.

The latest survey data indicates a significant shift among financial advisors towards embracing digital assets within traditional client portfolios. This increased allocation signals growing confidence and acceptance of crypto as a core asset class.

The rise in allocations above the previous all-time highs reflects a broader trend towards integrating crypto into mainstream investment strategies, driven by enhanced institutional access and evolving narratives around digital assets. (Source)

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