FINNY has launched its Enterprise Growth Platform, with Mercer Advisors serving as the flagship user. The AI-powered prospecting platform, built for financial advisors, now enables centralised marketing teams at large wealth management firms to manage personalised outreach on behalf of hundreds of advisors simultaneously. Mercer Advisors, ranked the #1 independent fiduciary firm by Barron's, initially piloted FINNY with regional leaders before expanding to support outreach to tens of thousands of prospective clients. The platform features intelligent lead routing, personalised campaigns at scale, unified analytics and enterprise-grade compliance controls. FINNY's co-founder Eden Ovadia said the platform reflects how modern registered investment advisers grow through centralised teams and shared infrastructure. Mercer Advisors manages $99 billion in client assets across over 110 locations nationwide.

Greater Los Angeles expansion adds team serving women, business owners and families Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition

Mercer Advisors broadens leadership team with roles focused on expanding client value. New Chief Solutions Officer and Chief Commercial Officer roles sharpen focus on delivering the family office promise, and pioneering new capabilities DENVER-(BUSINESS WIRE)-Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the expansion of its executive leadership team with the appointment of Melissa Nims as Chief Solutions Officer (CSO) and Jeremiah Barlow as Chief Commercial Officer (CCO). These leadership investments follow a year of record organic growth and reflect the firm's commitment to delivering the highest possible standard of financial care while creating an environment where fiduciary professionals can do the best work of their careers. "Our desire to expand the fiduciary impact we have in our communities is at the heart of our growth," said Daniel Gourvitch, President of Mercer Advisors. "Our commitment to making our firm 'better as we get bigger' compels us to use moments of strength, like this one, to ask, 'How can we deliver more?' Melissa's experience strengthens our ability to deliver integrated family office services, and Jeremiah's entrepreneurial leadership will continue to keep our firm at the forefront of the industry. Together, they will accelerate our development, while deepening the integrated client experience that defines Mercer Advisors." Nims joins Mercer Advisors as CSO having spent nearly two decades as part of the leadership team that helped build Morgan Stanley Wealth Management into the largest in the world. Across various roles, Nims led hundreds of professionals and developed a deep expertise in and passion for delivering exceptional solutions at scale to advisor teams across the country. In her role at Mercer Advisors, Nims will be responsible for the continued expansion of the firm's wealth solutions platform, including tax, estate, trust, insurance and business management. She will oversee and grow the Solutions team of 250+ professionals, and work directly with our 40+ markets to embed these capabilities into our local teams. "What Mercer Advisors has built is genuinely singular in our industry - a unified interdisciplinary team that works together for the benefit of clients and features talented tax, estate, insurance, and trust specialists at the center of delivering our client promise," said Nims. "I am excited to build a professional home where these colleagues are set up to continue to do the best work of their careers." Barlow steps into the newly created role of CCO after building and leading our Solutions organization over the last 13 years. During his tenure, Barlow established Mercer Advisors' specialty teams including financial planning, tax and estate planning, insurance and trustee services, developed key markets nationwide and co-created the firm's ultra-high net worth offerings. In his new role, Barlow will be responsible for developing new offerings that expand the value we deliver to clients, shaping how we reach new families, and leading the evolution of our industry-leading marketing organization. "Mercer Advisors has built something differentiated in the industry, a national family office platform with boutique local delivery," said Barlow. "At the core of our success is a relentless commitment to investing in new capabilities that expand the value we deliver to clients and finding new ways to reach more families. I am honored to extend this 40-plus year tradition of being pioneers in our industry." Added Gourvitch: "These leadership appointments advance Mercer Advisors' track record of developing extraordinary leadership talent and attracting preeminent talent from across the industry. Melissa and Jeremiah will play pivotal roles in leading this next phase of growth and integrated client delivery." About Mercer Advisors Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron's 2025 and 2024 Top 100 Registered Investment Advisor Firms. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has over 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus. Important Information Company statistics as of January 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors' portfolio management system. "Mercer Advisors" is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply. 2025 and 2024 - Barron's Top 100 RIA methodology Mercer Advisors was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals. Contacts. Media Contacts: StreetCred PR [email protected] William Ruben [email protected] 847-208-8289 Kaitie Cothron [email protected] 812-369-0571 More News From Mercer Global Advisors, Inc. DENVER-( BUSINESS WIRE )-Mercer Advisors expands its New Jersey presence with the addition of Personal Financial Solutions with approximately $150 million in client assets... DENVER-( BUSINESS WIRE )-Mercer Global Advisors announced the acquisition of Charter Oak Capital Management, a Portsmouth, New Hampshire-based wealth management firm... DENVER-( BUSINESS WIRE )-Mercer Advisors will be filing a record 10,000 tax returns on behalf of clients this tax season...