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
By the numbers
Our firm is small by design, with large-scale capabilities to help advisers best serve their clients.
Located across the U.S., our advisers offer comprehensive solutions for financial protection and wealth management.
Adviser Retention Rate2
Our average adviser tenure spans 10 years,3 and many adviser practices have worked with us for decades.
More than 130,000 clients have accounts managed or under advisement by HTK.5
Founding year of our parent company
HTK is backed by the stability of our long-standing parent company, The Penn Mutual Life Insurance Company.