For Advisers

Focused on your success

When you partner with HTK, you receive support tailored to your specific needs and business objectives. Our smaller size allows us to get to know our financial advisers. At the same time, HTK has large-scale capabilities, offering access to the industry’s leading platforms and a wide range of financial solutions.

A snapshot of our advisers

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

  • 800+

    Financial Advisers1

    Our smaller size allows for a supportive network.

  • 90%+

    Adviser Retention Rate2

    Advisers don't just choose us — they stay with us, because of the flexibility and outstanding service we offer.

  • 10+ years

    Average Adviser Tenure3

    Advisers trust the reliability and longevity of our firm, and build relationships with our team.

  • 28

    Practice Acquisitions Since 20174

    The networking oppurtunities at HTK are abundant, giving advisers the opportunity to grow their practice.

Learn more
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Adviser-Focused Culture

Advisers thrive with HTK. With a smaller size of 800+ advisers,1 there are ample opportunities for networking, peer-to-peer support and sharing of best practices. We recognize our top advisers, and ensure that the voice of all our advisers is always heard.

The Culture
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Industry-leading, Flexible Platform

HTK is powered by the industry’s preferred technology platform and leading investment solutions. Advisers with HTK have more options and greater independence so that they can meet their clients’ needs and build their practice, their way.

The Platform
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A Seamless Transition

From initial consultation through client communication, HTK’s dedicated transition team works closely with advisers every step of the way.

The Process
1For calendar year 2018. 2Based on yearly production retention percentage since 2013. 3As of March 31, 2019. 4From January 1, 2017 through March 31, 2019.

Get in touch

Interested in learning more about how we can partner together?

Contact us