Defined by our legacy. Energized by our future.

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

The HTK Difference
A culture where you can thrive (desktop)A culture where you can thrive (mobile)

A culture where you can thrive

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

Financial professionals 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 financial professionals best serve their clients.

  • 800+

    Financial Professionals1

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

  • 90%+

    Production Retention2

    The average financial professional tenure spans 10 years,3 and many practices have worked with us for decades.

  • $18 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 2019. 2Based on yearly production retention percentage since 2013. 3As of May 2020, including those who have been registered with HTK for less than a year as of May 2020. 43As of December 31, 2019. 5As of December 2019.

Get in touch

Whether you’re a current financial professional, a client with our firm or interested in learning more, we’re here to help.

Contact us