BITCOIN WEALTH
Bitcoin Wealth Advisors
Finding a financial advisor who genuinely understands Bitcoin is harder than it should be. Most advisors treat it as a speculative allocation or avoid the topic entirely. The firms below are different: Bitcoin is either their whole practice or a named, dedicated specialty. Each has real infrastructure for Bitcoin advising — not just a marketing position.
Unchained
Austin, TX
Unchained pioneered collaborative custody in Bitcoin, building a 2-of-3 multisig model where clients retain control of their Bitcoin while benefiting from a recovery partner. Beyond custody, Unchained offers a full Bitcoin financial services stack: a Bitcoin IRA, business lending, a trading desk that settles directly into client vaults, and estate planning services. Bitcoin-only focus from a firm with the longest track record in the category.
Best for: Bitcoin-only holders who want custody, retirement accounts, lending, and estate planning under one roof.
Swan Private
Los Angeles, CA
Swan Private is the white-glove tier of Swan Bitcoin, providing dedicated Bitcoin experts for high-net-worth individuals, business treasury solutions, and inheritance planning. Swan Private clients get a named representative rather than a self-serve relationship. Swan’s broader platform offers DCA automation, a Bitcoin IRA, and one of the largest educational content libraries in the space.
Best for: HNWI Bitcoin holders who want a dedicated relationship manager and full-service platform support.
Onramp
United States
Onramp uses multi-institution custody (MIC) — three independent institutions each hold one key in a 2-of-3 multisig — rather than the collaborative custody model. Clients don’t manage keys themselves. The platform offers Onramp Wealth Private Client with dedicated advisory, a Bitcoin IRA, dynasty trust planning, loans via Arch, and Lloyd’s of London insurance up to $100M per incident. Institutional-grade infrastructure for holders who want multisig security without the operational burden.
Best for: Holders whose position has grown beyond single-custodian custody, and who want multi-institution security without managing hardware wallets.
The Bitcoin Adviser
Multi-family office (US / global)
The Bitcoin Adviser was born from Networth Advisers, a multi-family office that has secured Bitcoin for clients since 2016. The firm specialises in governance-led custody, estate planning for multi-generational wealth, and working alongside general advisors who want to offer Bitcoin expertise without becoming Bitcoin experts themselves. Collaborative 2-of-3 vaults with documented Estate Plan Protocols for family access.
Best for: Multi-generational Bitcoin families needing documented governance and inheritance frameworks.
DAiM
Newport Beach, CA
DAiM (Digital Asset Investment Management) was the first SEC-registered investment advisor dedicated exclusively to Bitcoin and digital assets, licensed in 2018. Founded by Bryan Courchesne, the firm provides portfolio management for HNWI and institutions, with Bitcoin IRAs across Traditional, Roth, SEP, SIMPLE, and Solo 401(k) structures. Services mirror traditional advisors — risk assessment, tailored allocation, ongoing management — but applied to a Bitcoin-heavy portfolio approach.
Best for: HNWI and small institutions wanting a licensed RIA dedicated to digital asset portfolio management.
Origin Wealth Advisers
Austin, TX
Origin Wealth Advisers is an independent, fee-only RIA founded by Morgen Rochard, CFA, advising Bitcoin-aligned families and professionals since 2016. The firm is strictly advice-only — Origin sells no products — and specialises in integrating Bitcoin savings into comprehensive financial planning, including self-custody workflows, tax strategy, retirement planning, and estate coordination. Quarterly fee based on net worth tiers.
Best for: Families and professionals wanting fee-only fiduciary planning that integrates Bitcoin across life planning, taxes, and estate.
Strong Wealth
Colorado Springs, CO
Strong Wealth is a Bitcoin financial advisory firm founded in 2021 by Jacob Strong. The firm combines asset management, retirement strategy, and Bitcoin-specific estate planning, including a proprietary Bitcoin Custody Framework and Inheritance Plan template. Strong Wealth’s Fluvius strategy integrates Bitcoin alongside equities and commodities for clients seeking growth with built-in diversification.
Best for: Clients wanting Bitcoin incorporated into a structured, methodology-driven wealth plan.
Strive
Dallas, TX
Strive launched its Bitcoin-focused wealth management arm in late 2024, explicitly positioned around integrating Bitcoin into standard portfolios. The firm’s senior team brings decades of experience from Sanford C. Bernstein, Beacon Pointe, Morgan Stanley, and One Capital Management. A newer entrant in the Bitcoin advisory lane, but with an institutional-grade team and a clear thesis that Bitcoin belongs in every long-term portfolio.
Best for: Traditional wealth management clients who want Bitcoin integrated into a standard multi-asset portfolio by an institutional team.
Firms are included based on demonstrated Bitcoin specialisation — either Bitcoin-native practices or named Bitcoin divisions within established firms. This is a curated directory, not a comprehensive listing. We do not currently receive payment for inclusion. If you work with a specialist firm we should know about, reach out via our contact page.