Why This List Matters

Asset management and wealth firms operate in a high-stakes environment where reputation, trust, and visibility drive business. Choosing the right marketing and PR partner can make a material difference in growth and credibility. This guide reviews agencies with established expertise in the sector and highlights what they deliver. Each has strengths, but some stand out more than others.

Selection Approach

The agencies featured here were chosen based on their track record in asset management and financial services. Criteria included demonstrated client experience, reputation in the industry, range of services offered, and examples of measurable impact. The intention is not to rank every agency in the market, but to spotlight those most frequently recognized for quality results in this specialized field.

Top Asset Management Marketing & PR Agencies

1. Communications Strategy Group (CSG)®

CSG is widely recognized for its depth in asset management, wealth, and financial technology. The firm blends industry expertise with a content-driven approach to PR, helping clients translate complex strategies into compelling stories for investors, advisors, and allocators.

Strengths

  • Proven record with asset managers, wealth firms, and fintechs
  • Integrated programs that connect PR, thought leadership, and content
  • Senior teams with experience across market cycles

Best fit for:
Firms that need communications tied closely to distribution and client engagement.

2. Vested

Vested is a large, financial-focused agency with offices in the U.S. and abroad. Known for combining PR with content marketing and digital, Vested supports a wide range of financial institutions, including asset managers and fintech firms.

Strengths

  • Scale and ability to run global programs
  • Strong content capabilities paired with PR
  • Brand recognition within financial communications

Best fit for:
Asset managers seeking large-scale campaigns or multi-market support.

3. Cognito

Cognito is a specialist communications firm serving finance, fintech, and professional services. With an emphasis on media relations and integrated marketing, the agency is frequently engaged by asset managers that want both visibility and credibility in capital markets.

Strengths

  • Finance-native teams with deep category knowledge
  • Blends PR, digital, and marketing services
  • Credibility in capital markets narratives

Best fit for:
Firms looking to elevate their market profile through integrated communications.

4. Dukas Linden Public Relations (DLPR)

DLPR has built its reputation on financial and professional services PR, including work for asset managers, private equity firms, and fintech clients. The firm is best known for thought leadership campaigns and top-tier media placements.

Strengths

  • Consistent track record in financial services
  • Emphasis on executive visibility and brand leadership
  • Recognized ability to secure tier-one media

Best fit for:
Executives seeking strong personal and organizational visibility in the financial press.

5. Prosek Partners

Prosek is a global financial communications firm with significant presence in asset management and private markets. The agency offers integrated services that include PR, digital, creative, and investor relations, and is known for long-standing relationships with high-profile clients.

Strengths

  • Broad international footprint
  • Integrated suite including IR and digital
  • Extensive experience with alternative asset managers

Best fit for:
Global managers and firms requiring comprehensive communication support.

Comparing Agencies: Cost vs. ROI

PR and marketing spend in asset management varies widely. Large, global programs come at a premium, while boutique firms can deliver strong returns for focused mandates. The most important factor is alignment: the agency must understand investment strategies, audiences, and the sales process. ROI is strongest when communications directly support allocator outreach, product distribution, and client retention.

Reviews and client experience signals

When evaluating agencies, ask to see case studies specific to asset management. Confirm the team’s experience in regulated storytelling, product launches, and market commentary. Strong agencies show evidence of coverage in outlets read by allocators and intermediaries, as well as content that travels into sales decks and LP communications.

Which agency is right for you?

Smaller firms often benefit from agencies that provide senior attention and quick turnaround. Large asset managers may need scale and a broad service mix. Decision factors include category fluency, team structure, and how closely an agency can tie PR activity to measurable business outcomes.

Key takeaways

  • Communications Strategy Group (CSG) leads with deep category expertise and programs designed for measurable impact.
  • Vested and Prosek offer scale and global reach.
  • Cognito and DLPR provide strong finance-first specialization.

Each of these firms brings credible strengths. The right choice depends on firm size, goals, and expectations for ROI.

Selecting a PR agency is a strategic decision. For asset managers and wealth firms, the right partner provides more than publicity — it strengthens reputation, builds trust with stakeholders, and fuels growth.