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. Any questions, contact Angela Akers at 865-342-6424 or lists@knoxvillebiz.com.


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Knoxville-Area Financial Planners Ranked by Number of Certified Financial Planners, then Employment
Rank
'14
'13CompanyPhone
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
11Merrill Lynch
800 S. Gay St., Ste. 2200
Knoxville, TN 37929
865-521-8800
ml.com
1
Bank of America
Charlotte, NC
8 / 34
NA
NA
NA / NA
NA/NA / NA
Merrill Lynch
James L. Cagle
Senior VP, investments
1972
22Patriot Investment Management
9721 Cogdill Road, Ste. 101
Knoxville, TN 37932
865-777-2479
patriotinvestment.com
1
NA
NA
8 / 21
$566,772,811
NA
NA / NA
NA/NA / 100%
Charles Schwab & Co.
Brad Bower
President
1993
34Wells Fargo Advisors
265 Brookview Centre Way, Ste. 100
Knoxville, TN 37919
865-560-2600
wellsfargoadvisors.com
2
Wells Fargo Advisors
St. Louis, MO
6 / 46
NA
NA
85% / 15%
60%/40% / NA
Wells Fargo Advisors
Charles J. Schilleci, CFP
Branch manager, Sr. VP
1995
45UBS Financial Services
800 S. Gay St.
Knoxville, TN 37929
865-522-5183
ubs.com/branch/knoxvilleka
2
UBS Financial Services
Zurich/Basel, Switzerland
6 / 40
NA
NA
NA / NA
NA/NA / NA
NA
James Carideo
Branch manager
1943
53Morgan Stanley
1111 Northshore Drive
Knoxville, TN 37919
865-558-9000
morganstanley.com
1
Morgan Stanley
New York, NY
5 / 54
NA
NA
90% / 10%
80%/20% / NA
Morgan Stanley
David Elias
First VP, branch manager
1981

Source: Individual company representatives, individual company Web sites. NA=not applicable or not available. Area includes Anderson, Blount, Campbell, Claiborne, Cocke, Grainger, Greene, Hamblen, Hancock, Hawkins, Jefferson, Knox, Loudon, McMinn, Meigs, Monroe, Morgan, Roane, Scott, 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.

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