HT
HORNOR, TOWNSEND & KENT, LLC
SEC RegisteredDefined by our legacy. Energized by our future.
CONSHOHOCKEN, PAhttps://htk.com215-957-7300
Assets Under Management
$5B–$25B
Employees
485
Office Locations
26 offices
Total Accounts
28369
About the firm
HTK is a broker-dealer and registered investment adviser that has served financial professionals for more than 50 years, backed by the strength and stability of The Penn Mutual Life Insurance Company. The firm is small by design with large-scale capabilities, managing or under advisement more than 190,000 client accounts and approximately $18 billion in client assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Broker-dealerRegistered Investment AdviserWealth ManagementIndependent Financial ProfessionalsFee-based Financial Planning
Services
A complete range of solutions and services tailored to financial professionals' businesses, including broker-dealer and registered investment adviser services, wealth management solutions, technology, and fee-based financial planning programs.
Who they serve
Independent financial professionals located across the U.S.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27,446 | $7.2B |
| High Net Worth Individuals | 553 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 122 | $55M |
| State/Municipal Entities | 25 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Michelle Anne Barry
PRESIDENT, CHIEF EXECUTIVE OFFICER; & DIRECTOR
The Penn Mutual Life Insurance Company
SHAREHOLDER
Robyn Gail Label
DIRECTOR
Thomas H Harris
CHAIRMAN AND DIRECTOR
Susan Twine Deakins
DIRECTOR
Timothy Peter Demetres
DIRECTOR
Office locations
26 offices in 17 states
PA
CONSHOHOCKENHQ
NY
NEW YORK
PA
CONSHOHOCKEN
NJ
GLEN ROCK
UT
SOUTH JORDAN
OH
AKRON
OK
TULSA
NJ
EDISON
GA
WOODSTOCK
PA
PITTSBURGH
TX
ADDISON
OH
CINCINNATI
PA
EXTON
FL
TAMPA
VA
POQUOSON
CT
WILTON
AZ
CHANDLER
PA
ALLENTOWN
FL
BOCA RATON
MA
BURLINGTON
MA
BURLINGTON
TN
BRENTWOOD
FL
CORAL GABLES
KS
WICHITA
CO
LITTLETON
NC
CHARLOTTE
Advisors at this firm
Showing 100 of 466
Jamie Lee Abbott
Investment Adviser Representative
Zeeshan Ali
Investment Adviser Representative
Nada Lorna Allen
Investment Adviser Representative
Daniel Joseph Altenau
Investment Adviser Representative
Gregory Neal Altenau
Investment Adviser Representative
Kyle Eric Anderson
Investment Adviser Representative
Bret Reed Andrus
Investment Adviser Representative
Stuart A Appel
Investment Adviser Representative
Aaron Joseph Arnold
Investment Adviser Representative
George Henry Aucreman
Investment Adviser Representative
Craig Hunter Ballington
Investment Adviser Representative
Louis Thomas Barberio III
Investment Adviser Representative
Christian Becerra
Investment Adviser Representative
George Howard Beck
Investment Adviser Representative
Tremaine Bembry
Investment Adviser Representative
James Patrick Bergmaier
Investment Adviser Representative
Robert Joseph Bigley
Investment Adviser Representative
Colleen Suzette Blundell
Investment Adviser Representative
Joseph Bonfanti
Investment Adviser Representative
John Raymond Boyce Jr
Investment Adviser Representative
George Gene Bradley
Investment Adviser Representative
Carol E Brian
Investment Adviser Representative
William Henry Brockman
Investment Adviser Representative
Gregory Kay Brown
Investment Adviser Representative
Barry Jordan Burchfield
Investment Adviser Representative
Andrew James Babb
Investment Adviser Representative
Joshua Baer
Investment Adviser Representative
Bashar K. Baraz
Investment Adviser Representative
Andrew Daron Barnhill
Investment Adviser Representative
Edward Patrick Barrett
Investment Adviser Representative
Alan Scott Barrier
Investment Adviser Representative
Cameron Barrier
Investment Adviser Representative
Pegge Ann Barrier
Investment Adviser Representative
Troy Arlington Barrow
Investment Adviser Representative
Benjamin Louis Batiste
Investment Adviser Representative
Paul Bednarczyk
Investment Adviser Representative
Jeffery Keith Belzeski
Investment Adviser Representative
Lawrence Andrew Bernstein
Investment Adviser Representative
Ronald Lee Bertke
Investment Adviser Representative
Jason James Bingham
Investment Adviser Representative
James Raymond Bishof
Investment Adviser Representative
Robert Francis Bissen
Investment Adviser Representative
Stefen Blasingame
Investment Adviser Representative
Zachary Ryan Bloemen
Investment Adviser Representative
Jeffrey Allen Borrowman
Investment Adviser Representative
Michelle Noreen Boyce
Investment Adviser Representative
Jeanie Boymel
Investment Adviser Representative
Janssen Gray Breeden
Investment Adviser Representative
Grover Cleveland Brillhart
Investment Adviser Representative
Thomas Edward Brophy
Investment Adviser Representative
Olivia Brown
Investment Adviser Representative
Paul Bullara
Investment Adviser Representative
Michele Mongilutz Burkholder
Investment Adviser Representative
Franklin Mauricio Canales Navas
Investment Adviser Representative
Steven Caruso
Investment Adviser Representative
John Caserta
Investment Adviser Representative
Edward Robert Cehelsky
Investment Adviser Representative
William David Chambley
Investment Adviser Representative
David Michael Chaney
Investment Adviser Representative
Tracy Lynn Chipman
Investment Adviser Representative
John Brandon Clarke
Investment Adviser Representative
Christopher John Clayton
Investment Adviser Representative
Chad Eugene Cole
Investment Adviser Representative
Erick Gerardo Colon
Investment Adviser Representative
Melanie Colusci
Investment Adviser Representative
Matthew James Condon
Investment Adviser Representative
John Thomas Conte
Investment Adviser Representative
Guthrie Olaf Cook
Investment Adviser Representative
Robert D Corcoran
Investment Adviser Representative
George Leavell Coxhead Jr
Investment Adviser Representative
John Joseph Cranley III
Investment Adviser Representative
Isaac Mark Critchlow
Investment Adviser Representative
Jacob Hoyt Croft
Investment Adviser Representative
Mary Elizabeth Cromleigh
Investment Adviser Representative
John Edward Crowley
Investment Adviser Representative
Christopher Ignacio Cruz
Investment Adviser Representative
Kathryn Elizabeth Cunningham
Investment Adviser Representative
Christian Calabro
Investment Adviser Representative
Christopher Carrion
Investment Adviser Representative
Jeffrey Carter
Investment Adviser Representative
Alexander Nicola Casella
Investment Adviser Representative
David Chabbott
Investment Adviser Representative
David Allan Chamberlain
Investment Adviser Representative
Xin Sherry Chen
Investment Adviser Representative
Christopher Holmes Chochon
Investment Adviser Representative
Charles Abraham Chomali
Investment Adviser Representative
Timothy M Church
Investment Adviser Representative
Anthony Mark Cicitta
Investment Adviser Representative
Michael Andrew Clayton
Investment Adviser Representative
Atarius T Collier
Investment Adviser Representative
Maria Victoria Colon
Investment Adviser Representative
Thomas James Colson
Investment Adviser Representative
Anthony Conde
Investment Adviser Representative
Edward Michael Condura
Investment Adviser Representative
Elizabeth Steele Connolly
Investment Adviser Representative
James Paul Cooney
Investment Adviser Representative
Diego Armando Correa
Investment Adviser Representative
Shawn Robert Cowls
Investment Adviser Representative
Indira Sinye Cozine
Investment Adviser Representative
Joanna Nina Craney
Investment Adviser Representative
Regulatory & compliance
CRD number
#4031
SEC Number
801-56151
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
htk.comPhone
215-957-7300Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HORNOR, TOWNSEND & KENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.