The Book of Lists is your resource to stay ahead of the competition. Get in-depth information on the largest and most influential businesses in East Tennessee. It is your instant reference tool for finding a company's top local executive, background on a specific industry, and much more. Create a list of sales contacts and general mailings lists, sort by company or geography, and import data directly to your desktop. Start your download now.

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Prefer PDFs? A printer-friendly PDF of this list is available. Download PDF file Prefer Excel? A complete spreadsheet of this list is available. Download Excel file Knoxville-Area Financial Planners Ranked by Number of Certified Financial Planners, then Employment Rank '12 '11 Company Phone Website Local offices Parent co. Parent HQ Local CFPs/Ttl. empl. Assets under local mgt. No. of clients % indiv./ corp. clients % fee-based/comm./fee-only Brokerage used Top local executive Founded locally 1 4 Merrill Lynch 800 S. Gay St., Ste. 2200 Knoxville, TN 37929 865-521-8800 ml.com 1 Bank of America Charlotte, NC 7 / 19 NA NA NA / NA NA/NA / NA Merrill Lynch James L. Cagle Senior VP, investments 1972 2 3 Morgan Stanley 1111 Northshore Drive Knoxville, TN 37919 865-558-9000 morganstanleysmithbarney.com 2 Morgan Stanley New York, NY 6 / 52 NA NA 90% / 10% 80%/20% / NA Morgan Stanley Smith Barney David Elias Matthew Fairclough First VP1 Assoc. VP1 1981 3 2 Patriot Investment Management 9725 Cogdill Road, Ste. 102 Knoxville, TN 37932 865-777-2479 patriotinvestment.com 1 NA NA 6 / 16 $459,594,030 NA NA / NA NA/NA / 100% Charles Schwab & Co. Bradley J. Bower Donald E. Nalls Principals 1993 4 5 Rather & Kittrell 11905 Kingston Pike Knoxville, TN 37934 865-218-8400 rkcapital.com 1 NA NA 5 / 14 $535,597,777 NA 50% / 50% 85%/15% / NA Fidelity Investments Lytle Rather President 2000 5 1 Wells Fargo Advisors 265 Brookview Centre Way, Ste. 100 Knoxville, TN 37919 865-560-2600 wellsfargoadvisors.com 1 Wells Fargo Advisors St. Louis, MO 4 / 40 NA NA 75% / 25% 60%/40% / NA Wells Fargo Advisors Charles J. Schilleci, CFP Complex manager 1995 1 Branch manager Source: Individual company representatives, individual company Web sites. NA=not applicable or not available. Area includes Anderson, Blount, Knox, Loudon, Sevier and Union counties. This list and other Knoxville-area market data are available as an Excel spreadsheet at www.knoxvillebiz.com. If you notice an error or omission, please contact Angela Akers at 865-342-6424 or lists@knoxvillebiz.com.