Key Takeaways
- • Bitwise Asset Management and RFG Advisory launched diversified crypto model portfolios for RFG's 150+ advisors managing over $8 billion in client assets, providing structured access to the $2.5 trillion digital asset class.
- • Bitwise brings $11 billion in client assets and deep crypto research expertise to the partnership, while RFG's Alabama-based RIA platform offers distribution to a growing network of financial advisors seeking regulated crypto exposure.
- • The model portfolios leverage Bitwise's research capabilities to construct crypto-themed allocations tailored to different investor profiles and risk preferences, addressing advisor demand for third-party portfolio construction expertise.
- • Model portfolio assets industry-wide grew 62% from 2023 to 2025 (from $400 billion to $645 billion), reflecting advisor adoption of curated, third-party allocation solutions across emerging asset classes including crypto.
- • The partnership positions both firms to capitalize on institutional adoption of digital assets, with Bitwise expanding its model portfolio distribution channel and RFG enhancing platform differentiation for its advisory network.
Summary
Bitwise Asset Management and RFG Advisory announced the rollout of diversified crypto model portfolios to RFG's advisor base on April 22, 2026. The partnership enables RFG's 150+ advisors—who collectively manage over $8 billion in client assets—to offer structured cryptocurrency exposure through curated model portfolio solutions. The offering provides a framework for advisors to access the $2.5 trillion digital asset class on behalf of clients in a regulated, thoughtful manner.
Bitwise, a global crypto asset manager with more than $11 billion in client assets, developed the model portfolios leveraging its research and specialist expertise to construct allocations across crypto-themed exchange-traded products (ETPs) tailored to different investor profiles and risk tolerances. RFG Advisory, an award-winning RIA platform headquartered in Alabama, selected Bitwise based on its deep understanding of digital assets, emphasis on research and education, and thoughtfully designed portfolio frameworks aligned with the platform's innovation-focused strategy. Rick Wedell, CIO and Managing Partner at RFG, cited the firm's commitment to enabling advisors and clients to gain crypto exposure "in a way that was thoughtful and reflective of the complexity of the fast-growing space."
The partnership reflects broader institutional adoption trends in the model portfolio space. From 2023 to 2025, assets tracking third-party model portfolios grew from $400 billion to over $645 billion, a 62% increase. This expansion reflects financial advisors' increasing reliance on curated, third-party expertise for client allocations in emerging asset classes, providing a scalable distribution mechanism for specialized investment themes. For Bitwise, the RFG partnership marks a significant milestone in its entrance into the model portfolio space, expanding distribution beyond its direct client base to a rapidly growing RIA platform. The rollout represents a strategic move by both firms to capture demand for regulated, professionally managed cryptocurrency exposure within the traditional financial advisory channel.
Bitwise, a global crypto asset manager with more than $11 billion in client assets, developed the model portfolios leveraging its research and specialist expertise to construct allocations across crypto-themed exchange-traded products (ETPs) tailored to different investor profiles and risk tolerances. RFG Advisory, an award-winning RIA platform headquartered in Alabama, selected Bitwise based on its deep understanding of digital assets, emphasis on research and education, and thoughtfully designed portfolio frameworks aligned with the platform's innovation-focused strategy. Rick Wedell, CIO and Managing Partner at RFG, cited the firm's commitment to enabling advisors and clients to gain crypto exposure "in a way that was thoughtful and reflective of the complexity of the fast-growing space."
The partnership reflects broader institutional adoption trends in the model portfolio space. From 2023 to 2025, assets tracking third-party model portfolios grew from $400 billion to over $645 billion, a 62% increase. This expansion reflects financial advisors' increasing reliance on curated, third-party expertise for client allocations in emerging asset classes, providing a scalable distribution mechanism for specialized investment themes. For Bitwise, the RFG partnership marks a significant milestone in its entrance into the model portfolio space, expanding distribution beyond its direct client base to a rapidly growing RIA platform. The rollout represents a strategic move by both firms to capture demand for regulated, professionally managed cryptocurrency exposure within the traditional financial advisory channel.
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