Defined by our legacy. Energized by our future.
For more than 50 years, financial professionals have chosen HTK as their trusted partner.
The HTK DifferenceBy the numbers
Our firm is small by design, with large-scale capabilities to help financial professionals best serve their clients.
500+
Financial Professionals1
Located across the U.S., our independent financial professionals offer comprehensive solutions for wealth management.
Top 25
Independent Broker-Dealer
We’re rising in the ranks with national recognition and prominent standing within InvestmentNews, Wealth Management and other leading industry media.2
$18 billion
Client Assets
More than 190,000 client accounts are managed or under advisement by HTK.3
1847
Founding year of our parent company
HTK is backed by the strength and stability of The Penn Mutual Life Insurance Company.
1As of September 30, 2023. 2In 2023 independent broker-dealer rankings, based on revenue, HTK placed No. 22, InvestmentNews; No. 25, Financial Advisor; No. 25, Financial Planning. HTK was a Finalist in the WealthManagement.com 2023 Industry Awards, in the Practice Management category for our transformed fee-based financial planning program. 3Client assets and client accounts approximate and as of September 30, 2023.
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Whether you’re a current financial professional, a client with our firm or interested in learning more, we’re here to help.