Elite Resource Team Named 1 of Only 8 Finalists for ThinkAdvisor 2025 Luminaries Awards in Thought Leadership & Development

Virtual Family Office Pioneer Recognized for Outstanding Contributions and Innovation in Financial Services

San Diego, CA – November 10 , 2025 — Elite Resource Team (ERT), North America's largest Virtual Family Office provider and #43 in Financial Services on the 2025 Inc. 5000 list, today announced it has been named one of only eight finalists nationwide in the ThinkAdvisor 2025 Luminaries Awards for Thought Leadership & Development.

Now in its fifth year, ThinkAdvisor's Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. The Thought Leadership & Development category specifically recognizes organizations that have made exceptional contributions to advancing knowledge, innovation, and professional development within the financial services industry.

Elite Resource Team's nomination recognizes the company's pioneering work in developing and promoting the Virtual Family Office model, which has fundamentally changed how financial advisors and CPAs approach comprehensive client service. Through extensive education, training programs, collaborative resources, and thought leadership, ERT has equipped over 1,200 financial professionals nationwide with the framework to deliver family office-level services previously accessible only to ultra-wealthy families.

The company's thought leadership initiatives include "The Art of Collaboration" and “The Art of Proactivity,” two best-selling books co-authored by CEO Anton Anderson and partner Paul Latham that reached #1 in both Financial Services and Accounting categories within 24 hours of release. ERT has also developed comprehensive training systems, weekly educational forums with industry specialists, and a thriving community of 1,200+ advisors and CPAs who share strategies. 

"We're incredibly honored to be named one of only eight finalists nationwide," said Anton Anderson, CEO and Co-founder of Elite Resource Team. "This recognition validates our mission to empower financial advisors and CPAs with world-class Virtual Family Office resources and collaborative partnerships. From day one, we've been committed not just to providing access to specialists, but to fundamentally changing how professionals think about comprehensive client service. The thought leadership aspect—through our training, our books, our community, and our educational initiatives—has enabled our members to transform their practices and deliver exceptional value to their clients. Being recognized among only eight finalists in the entire country is truly humbling."

By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2025 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals will determine the 2025 winners, who will be recognized during an awards event at the New York Hilton Midtown on December 4, 2025.

"The 2025 Luminaries Awards shine a spotlight on how excellence is being reimagined in financial services," said Janet Levaux, editor-in-chief of ThinkAdvisor. "This year's finalists stand out not only for their leadership and innovation but also for their dedication to creating lasting, positive impact across both their communities and the industry. Their work illustrates the ever-evolving nature of financial services, and we are proud to spotlight their achievements as powerful examples of what's possible."

ThinkAdvisor provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions.