Wealth managers with a structured approach to marketing onboard 69% more clients each year1—but many still struggle to invest heavily enough in marketing. One reason is simply the difficulty of finding a truly reputable and effective marketing partner.
That’s why we created this guide to the 9 best marketing firms for financial advisors and wealth management firms. With a range of specialties—from digital marketing agencies to female-focused firms—our list includes options for firms of all sizes and within several niches.
Expect to learn:
- The 9 best wealth management marketing agencies
- The criteria we use to evaluate every agency in the industry
- The most frequently asked questions when selecting a marketing agency
The 9 Best Wealth Management Marketing Agencies
1. ProperExpression
Who We Are: A full-stack marketing agency working with wealth management firms. This ranges from $1B+ RIAs to individual advisors and WealthTech firms.
Key Services: Wealth management marketing strategy, full-funnel marketing campaigns (including everything from content production and emails to webinar marketing), advisor enablement, and Revenue Operations (RevOps) built specifically for wealth management.
Companies that offer marketing services for wealth management often make a simple mistake: they equate activity with progress. Most advisory firms lack the time and expertise to market themselves effectively, so agencies fix that problem. But the underlying issues remain:
- Fragmented, often misaligned marketing efforts
- Outdated or non-existent marketing strategy
- Disconnected tech stacks and data silos
- Don’t stand out from competitors
- Overreliance on referrals for growth
- Low advisor adoption
- Compliance bottlenecks
ProperExpression exists to solve those problems and deliver marketing that actually drives revenue. With a foundation rooted in digital marketing for financial services, we have evolved into a full-stack agency that focuses on measurable, attributable activities—not just pumping out social posts and blogs for the sake of it.
Our approach begins with comprehensive research to understand your current marketing efforts, competitive landscape, industry standing, and business objectives, ultimately leading to a tailored strategic roadmap.
We then use this to for two kinds of engagement:
- Quick Wins: Activities that deliver short-term gains (typically within a single month). This ranges from conversion-rate optimization to improving your tech stack using our HubSpot expertise.
- Long-Term Strategies: Activities that help you build repeatable processes that become a reliable growth engine, from content marketing to paid social—all supported by RevOps.
This has been validated by numerous clients, producing both exceptional organic and inorganic growth. We recently helped one large RIA firm generate over $2B AUM in new pipeline across a single year—and such results are far from unusual when you take a truly comprehensive approach to strategic growth.
Ideal Marketing Agency For: $1B+ RIAs and Wealth Tech firms that want to drive sustainable growth.
2. Alchemy Wealth Marketing
Who They Are: A marketing agency exclusively serving female financial advisors and women-led wealth management firms.
Key Services: Brand development, website design, content creation, and marketing consulting.
Despite controlling over 34% of global AUM, women are still less likely to seek financial advisors2—and female-led firms have a much harder time attracting and retaining clients. While roughly 20% of advisors are now female, just 1.4% of AUM in the US is currently managed by women.3
Alchemy is a mission-driven agency that works exclusively with female advisors. They help clients build brands that reflect what makes them special and turn disadvantage into a competitive asset—without ever falling into cynicism.
We included them because they exemplify the value of niching down. By serving a specific audience with a real business need, they’ve been able to develop a proprietary framework that delivers real results for their audience.
Ideal Marketing Agency For: Female-led firms that want a partner that actually understands the imposter syndrome and bias they face in a male-dominated industry.
3. Ficomm Partners
Who They Are: A full-service marketing agency serving RIAs, asset managers, and wealth management enterprises.
Key Services: Marketing strategy, brand development, website design, content creation, PR and media relations, advisor coaching, and lead generation.
Financial advisors often struggle with sporadic, unpredictable growth. They often construct marketing systems and plans ad hoc: a social post here; an email campaign there. But many never take the time to create a solid foundation that actually enables sustainable, scalable, and repeatable growth.
Ficomm takes a strategy-first approach that focuses on building a strong foundation before scaling tactics. This approach can take longer to drive growth, and might be better supplemented with an emphasis on short-term wins to make marketing an easier sell for your board. But Ficomm unquestionably gets right the central importance of strategy—and they have a proven track record of delivering long-term results.
Ideal Marketing Agency For: Firms willing to invest in long-term strategic development.
4. Indigo Marketing Agency
Who They Are: A marketing agency offering “done-for-you” marketing packages for independent financial advisors and small RIAs.
Key Services: Content marketing with a focus on newsletters, SEO, social media management, lead generation, and email campaigns.
Organic growth is notoriously difficult these days, but the reason is not that prospects aren’t looking for financial advice—it’s that they’re looking in too many different places. Most agencies offer a handful of specialized services, which means their prospects often remain invisible across many channels.
Indigo does a great job correcting that problem, helping their wealth management clients “diversify” their marketing. Using an unusually broad set of content channels, they function as a highly efficient vendor for firms that want to go “all-in” on content marketing.
Ideal Marketing Agency For: Firms that want to compete based on content volume across a wide range of channels.
5. Paladin Digital Marketing
Who They Are: A digital marketing agency built exclusively for independent financial advisor firms, offering flexible service tiers from AI-powered tools to fully managed solutions.
Key Services: Website design and development, SEO, content marketing, digital strategy, brand positioning, and online visibility services.
Most advisors fall into one of two camps: they can't afford a full marketing team, or they're not ready to outsource everything. Paladin addresses this with tiered pricing that lets you scale investment as your practice grows. Their Advantage tier starts on the low-end with AI-driven tools, while Premier offers a complete marketing department. This flexibility is valuable for firms at different growth stages.
We included them because they've thought seriously about pricing accessibility for smaller practices and their resource center addresses real advisor challenges.
Ideal Marketing Agency For: Independent advisors who want flexibility to scale their marketing investment gradually as their practice grows.
6. Beetle Moment
Who They Are: A boutique agency focused exclusively on podcasting, video, and voice-driven content strategies for financial professionals.
Key Services: Podcast and video production, voice/AI marketing, content advisory & coaching, fractional CMO support.
Most agencies on this list offer a relatively broad range of services, but agencies can also niche down into specific services. Plenty of wealth managers grow through a single channel they funnel a lot of time and energy into—and Beetle believes the most promising area for this approach is “voice-driven” content, like podcasting.
Beetle helps advisors drive online visibility through these channels, with specialized services for creating and distributing audio and video content that advisory clients are actually interested in. While we believe most firms require more growth channels, there is certainly a place on our list for a specialized agency to focus on a single set of services—and deliver them excellently.
Ideal Marketing Agency For: Wealth managers who want to grow through podcasting and video content.
7. Investing Channel
Who They Are: A financial media network that bridges marketers with engaged investor audiences.
Key Services: Precision media placement, custom content & video, email marketing, publisher monetization.
Most financial marketers struggle to reach large, high-quality audiences without wasting ad spend. InvestingChannel solves that problem by connecting wealth firms with more than 100 independent financial publishers and millions of engaged readers.
Rather than operating like a traditional agency, they act as both the network and the amplifier—using first-party data, audience segmentation, and syndication to get your message seen by people who are already paying attention.
Because they manage both content creation and distribution, InvestingChannel offers something few others can: genuine scale within a trusted ecosystem. Campaigns reach real investors in real time, with measurable engagement that goes far beyond impressions.
Ideal Marketing Agency For: Firms wanting to expand the reach of their marketing fast.
8. Snappy Kraken
Who They Are: A marketing tech company built especially for financial advisors and firms.
Key Services: AI-powered campaigns, marketing automation, text messaging , personalized websites, and a full-service managed option.
Disconnected tech is a pervasive problem within advisory firms, with data silos and operating inefficiencies making it difficult to scale campaigns. Snappy Kraken identified this problem and built an entire business around solving it—a project we can’t help finding admirable.
What sets them apart is how much they push forward technologically—yet always with financial firms in mind. They build compliance into workflows, sync with CRMs, and acquired a website specialist to bring creative and tech tighter together.
Ideal Partner For: Wealth management firms struggling with a “frankenstack” and looking to streamline their marketing tech.
9. JConnelly
Who They Are: A full-service PR and strategic communications firm with deep roots in financial services and a strong reputation in media relations.
Key Services: Public relations, brand storytelling, crisis communications, corporate reputation, content development, executive & influencer engagement.
Reputational management is essential for financial advisors—especially larger wealth management firms with a lot of public scrutiny. The problem is that most traditional PR agencies lack industry expertise, and may not fully understand the subtleties of what you do.
JConnelly is a great example of how PR can be done well within wealth management. While they don’t exclusively work with financial firms, they have enough high-profile clients to demonstrate undeniable skill in navigating complex media problems and help advisory brands build strong reputations.
Ideal Partner For: Financial advisors looking to leverage PR and manage crisis communications.
Our Criteria: What Makes the "Best" Wealth Management Agencies Stand Out?
We evaluated numerous digital marketing, PR, and traditional wealth management agencies to understand the full landscape. But our final decisions came down to four essential areas:
Industry Specialization
From speaking your language to understanding complex FINRA and SEC compliance requirements, we believe any effective wealth management marketing agency should demonstrate real industry knowledge. We considered three factors:
- Depth of financial services expertise: Does the agency truly understand wealth management, or do they serve multiple industries?
- Regulatory knowledge: Can they ensure your marketing is not stalled by extensive compliance reviews and revisions?
- Target client alignment: Do they specialize in a particular advisor segment (RIAs, independent advisors, enterprise firms)?
Service Offering & Approach
Most marketing agencies have limited service offerings; the question is whether they can add real value to wealth management firms. Our considerations covered:
- Breadth vs. depth: Does the agency offer comprehensive services or specialize in specific channels?
- Strategic vs. execution focus: Do they provide strategic guidance, hands-on implementation, or both?
- Unique methodology: What proprietary frameworks or approaches differentiate their work?
Proven Results & Social Proof
We believe every marketing agency should measure success clearly, with pre-defined terms and definitions—preferably ones your finance department will accept. That means any good agency should also have evidence that they produce real ROI through:
- Case studies and testimonials: Evidence of successful client outcomes
- Client roster visibility: Recognition of the types and caliber of clients they serve
- Industry recognition: Awards, media features, or thought leadership presence
Innovation & Modern Marketing Practices
Marketing should be at the forefront of innovation, helping advisors adopt new technology and understand the changing competitive landscape. We prioritized agencies that could prove:
- Multi-channel approach: Beyond just LinkedIn or traditional methods
- Technology adoption: Use of automation, AI, or advanced marketing tools
- Performance orientation: Focus on measurable results and ROI
Find Your Fastest Path to Sustainable Growth in Just 15 Minutes
When it comes to marketing agencies, what really counts is not credentials—it’s results. The best agencies prove their value by showing what they can help you accomplish.
At ProperExpression, we showcase our expertise through a simple offer: in a single 15-minute call, our team will identify your best path to growth and explain exactly how we would help you achieve it.
Want marketing that actually drives revenue?
Frequently Asked Questions (FAQs)
Q. Why should wealth managers hire a marketing agency instead of doing it in-house?
Building an effective in-house marketing team for wealth management requires specialized expertise that's difficult and expensive to assemble. You'd need to hire professionals who understand financial services regulations, content strategy, SEO, design, conversion optimization, and possibly even paid advertising strategies and optics—each commanding competitive salaries.
A specialized agency provides immediate access to this complete skill set at a fraction of the cost, with proven experience navigating compliance requirements and generating results for firms like yours. Additionally, agencies stay current with evolving marketing strategies and regulatory changes, eliminating the need for ongoing training and reducing your firm's risk exposure.
Q. How much does a wealth management marketing agency cost?
Wealth management marketing agency costs can vary widely depending on the services included, the level of strategic support, and the size of your firm. Some advisors choose to start with foundational services like content creation or social media management, while others invest in full-scale, data-driven marketing programs that cover everything from lead generation to automation.
Most agencies offer tiered packages or custom programs designed to align with your goals and budget. When evaluating costs, it’s helpful to consider the long-term return—acquiring even a single high-value client often offsets months of marketing investment and fuels sustained growth over time.
Q. Which services do wealth management marketing agencies usually offer?
Most wealth management marketing agencies provide a core set of services, including website design and development, content marketing (blogs, whitepapers, guides), technical and content SEO, social media management (particularly LinkedIn), email marketing campaigns, and lead generation strategies.
Many also offer specialized services such as brand strategy development, video production, podcast creation, public relations, marketing automation, compliance review, and analytics reporting. The most effective agencies combine strategic planning with hands-on execution, helping you identify your ideal client profile, craft compelling messaging, and implement multi-channel campaigns that generate qualified leads while maintaining regulatory compliance.
