Defined by our legacy. Energized by our future.

For more than 50 years, financial advisers have chosen HTK as their trusted partner.

The HTK Difference
A culture where advisers thrive (desktop)A culture where advisers thrive (mobile)

A culture where advisers thrive

A friendly home office team at your service. Technology that’s built to evolve. Ongoing peer-to-peer encouragement.

Financial advisers who choose HTK as their broker-dealer and registered investment adviser receive a complete range of solutions and services tailored to their business.

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By the numbers

Our firm is small by design, with large-scale capabilities to help advisers best serve their clients.

  • 800+

    Financial Advisers1

    Located across the U.S., our advisers offer comprehensive solutions for financial protection and wealth management.

  • 90%+

    Adviser Retention Rate2

    Our average adviser tenure spans 10 years,3 and many adviser practices have worked with us for decades.

  • $17 billion

    Client Assets34

    More than 130,000 clients have accounts managed or under advisement by HTK.5

  • 1847

    Founding year of our parent company

    HTK is backed by the stability of our long-standing parent company, The Penn Mutual Life Insurance Company.

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1For calendar year 2018. 2Based on yearly production retention percentage since 2013. 3As of March 31, 2019. 43As of March 31, 2019. 5As of December 2018.

Get in touch

Whether you’re a current adviser, a client with our firm or interested in learning more about how we can partner together, we’re here to help.

Contact us