Finding a crypto ETF manager “near me” in 2025 means locating a licensed advisor or firm that can build and monitor portfolios using SEC-registered spot Bitcoin and Ether ETFs, coordinate taxes, and fit your risk profile—within driving distance. After the U.S. SEC approved spot Bitcoin ETFs on January 10, 2024 and later approved spot Ether ETFs in 2024, many mainstream advisors can now incorporate these funds, subject to firm policies and your suitability. Sources:
- SEC Chair statement on spot Bitcoin ETP approvals (Jan 10, 2024): https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-etrs-01102024
- Reuters on SEC approval of spot Ether ETFs (May 23, 2024): https://www.reuters.com/business/finance/sec-approves-ether-etfs-2024-05-23/
How this list works:
- These are national firms and advisor networks with significant local footprints, plus trusted directories to find fiduciary advisors near you.
- Access to specific crypto ETFs varies by firm policy; always confirm.
- Fidelity Wealth Management (Nationwide investor centers)
- Why it’s a strong local option: Fidelity issues a spot Bitcoin ETF (FBTC) and runs one of the largest brokerage/advisor footprints, making it easy to find in-person advisors who can discuss ETF-based crypto exposure (subject to policy and suitability).
- Find one near you: Fidelity Investor Centers locator: https://www.fidelity.com/customer-service/where-to-find-us/investor-centers
- Good to know: Fidelity’s platform supports trading SEC-registered ETFs; confirm advisor crypto ETF policy and any limitations.
- Sources:
- SEC Bitcoin ETP approvals: https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-etrs-01102024
- Charles Schwab (Local branches + Schwab Advisor Network)
- Why it’s a strong local option: Schwab’s nationwide branches and referral network connect investors with in-person advisors; the brokerage platform provides access to a broad ETF lineup, including SEC-registered crypto ETFs, subject to firm policies.
- Find one near you: Schwab Branch Locator: https://www.schwab.com/branch-locator
- Good to know: You can also request introductions to vetted independent RIAs via Schwab Advisor Network.
- Sources:
- FINRA BrokerCheck to vet any advisor: https://brokercheck.finra.org
- LPL Financial (Independent advisors in your community)
- Why it’s a strong local option: LPL is the largest U.S. independent broker-dealer by advisor count, with many storefront advisors nationwide who can construct ETF-led portfolios and coordinate planning.
- Find one near you: https://www.lpl.com/find-a-financial-advisor.html
- Good to know: Ask about platform access and firm policy for spot Bitcoin/Ether ETFs.
- Sources:
- SEC Investment Adviser Public Disclosure: https://adviserinfo.sec.gov/
- Raymond James (Full-service local branches)
- Why it’s a strong local option: Raymond James combines planning, investment management, and tax coordination through thousands of advisors, often with community branches.
- Find one near you: https://www.raymondjames.com/find-an-advisor
- Good to know: Confirm whether your advisor’s platform permits spot crypto ETFs and if any additional approvals are required.
- Sources:
- SEC statement on Bitcoin ETPs (context for platform policies): https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-etrs-01102024
- Ameriprise Financial (Comprehensive planning + local presence)
- Why it’s a strong local option: Strong emphasis on financial planning; many local offices with CFP professionals who can integrate ETF building blocks into goals-based plans.
- Find one near you: https://www.ameripriseadvisors.com/locator/
- Good to know: Verify access to specific spot Bitcoin/Ether ETFs and any product-level restrictions.
- Sources:
- FINRA BrokerCheck: https://brokercheck.finra.org
- UBS Wealth Management (Global research, local advisors)
- Why it’s a strong local option: Global research capabilities with U.S.-based local teams; robust portfolio construction and risk management processes that can incorporate ETFs.
- Find one near you: https://www.ubs.com/us/en/wealth-management/find-advisor.html
- Good to know: High-net-worth minimums may apply for certain teams; ask about crypto ETF policy and suitability review.
- Sources:
- SEC IAPD for Form ADV/CRS: https://adviserinfo.sec.gov/
- Morgan Stanley Wealth Management (Planning-led teams)
- Why it’s a strong local option: Large network of advisors with planning and discretionary portfolio management; can evaluate ETF exposures in a broader risk context.
- Find one near you: https://advisor.morganstanley.com/search
- Good to know: Policies for spot crypto ETFs can be firm- and team-specific; confirm availability and due-diligence requirements.
- Sources:
- Reuters on Ether ETF approvals (2024): https://www.reuters.com/business/finance/sec-approves-ether-etfs-2024-05-23/
- RBC Wealth Management (Community-focused branches)
- Why it’s a strong local option: Strong regional presence across the U.S.; many branches offer personalized service and portfolio oversight using ETFs.
- Find one near you: https://www.rbcwealthmanagement.com/us/en/find-an-advisor
- Good to know: Ask about trading access to spot Bitcoin/Ether ETFs and whether any internal lists or constraints apply.
- Sources:
- FINRA BrokerCheck: https://brokercheck.finra.org
- Fee-Only Fiduciary RIAs (NAPFA, CFP Board, XYPN directories)
- Why it’s a strong local option: Independent fiduciaries often provide transparent, fee-only advice and are platform-agnostic, making ETF implementation straightforward.
- Find one near you:
- NAPFA (fee-only fiduciaries): https://www.napfa.org/find-an-advisor
- CFP Board “Find a CFP”: https://www.letsmakeaplan.org/
- XY Planning Network (younger professionals, flat fees): https://www.xyplanningnetwork.com/consumer/find-an-advisor
- Good to know: Ask for the firm’s Form ADV Part 2A and Form CRS, and confirm ETF trading/custody setup.
- Sources:
- SEC IAPD: https://adviserinfo.sec.gov/
- Tax-Focused Advisors and CPA Firms (for ETF tax efficiency)
- Why it’s a strong local option: Crypto ETFs are securities, so tax rules like the wash-sale rule apply to ETF shares—specialized tax planning can boost after-tax outcomes.
- Find one near you:
- AICPA “Find a CPA”: https://www.aicpa.org/forthepublic/findacpa
- IRS Directory of Federal Tax Return Preparers: https://irs.treasury.gov/rpo/rpo.jsf
- Good to know: Coordinate capital gains, TLH timing, and charitable gifting of appreciated ETF shares with your advisor and tax pro. The wash-sale rule applies to “stock or securities.” Source: IRS Publication 550 (Investment Income and Expenses): https://www.irs.gov/publications/p550
- Sources:
- IRS Publication 550: https://www.irs.gov/publications/p550
What to ask any local advisor about crypto ETFs
- Do you have a written investment policy for using crypto ETFs (e.g., position sizing, rebalancing, risk controls)?
- Which spot Bitcoin/Ether ETFs do you prefer and why (liquidity, sponsor, fees, tracking)? How do you compare IBIT, FBTC, ARKB, etc.?
- What account types are eligible (taxable, IRA, trust), and how will you handle taxes (wash sales, TLH, RMDs)?
- What are your fees (advisory fee, trading, custodian) and the ETF’s expense ratios?
- What’s your custody setup, and how can I view and audit all transactions?
- What compliance resources and continuing education do you have related to digital assets (e.g., DACFP coursework)?
- Can I see your Form CRS, Form ADV Part 2A, and recent regulatory disclosures?
How to verify and avoid red flags
- Check registrations and disclosures:
- FINRA BrokerCheck (broker/advisor history): https://brokercheck.finra.org
- SEC IAPD (RIA filings, Form ADV/CRS): https://adviserinfo.sec.gov/
- Confirm written policies on crypto ETFs and ensure recommendations align with your risk tolerance and time horizon.
- Beware of guaranteed-return claims or advisors steering you away from regulated ETFs toward unregistered products.
Bottom line In 2025, you can likely find a qualified crypto ETF manager near you through a national branch network or an independent fiduciary directory. Start with the 10 options above, verify registrations and policies, and choose the advisor who demonstrates clear crypto ETF due diligence, transparent fees, and a tax-aware plan tailored to your goals.