Crypto Index Advisor Research


Research was conducted to assess advisor perspectives on the rapidly evolving cryptocurrency / digital asset landscape. Among other topics, the research explored: crypto/digital asset awareness & usage, crypto/digital asset product preferences, and interest in crypto/digital asset education.

500 financial advisors who are currently or considering allocating to crypto were surveyed. Study highlights include:

  • 72% of advisors would be more likely to invest client assets in crypto if a spot ETF product were offered in the United States.
  • On average, advisors currently or considering investing in crypto state that their ideal crypto allocation is 6% of a client’s total portfolio.
  • 69% of advisors would consider using an index fund for broad exposure, followed by sector-specific index funds (57%), actively managed funds (52%), individual digital assets (40%) and high-yield funds (31%).
  • Only 10% of advisors report being very knowledgeable about crypto, and 9% feel very confident in their ability to advise clients on crypto. Virtually all advisors surveyed (98%) express interest in learning more about crypto and digital assets.

This research has been cited in Barron’s, Bitcoin Magazine, Cryptoslate, etfexpress,, Yahoo! and many other publications.

Click Here to Read Press Release