Elite Resource Team Named Finalist in Two 2026 ThinkAdvisor Luminaries Award Categories

The Virtual Family Office provider is a finalist in Advisor Education and Financial Planning/Tax Planning for the second year in a row.

SAN DIEGO, CA (October 28, 2026) — ThinkAdvisor has named Elite Resource Team (ERT), North America’s largest Virtual Family Office provider, a finalist in two Thought Leadership and Education (Firm) categories—Financial Advisory and Asset Management.

Now in its sixth year, the ThinkAdvisor Luminaries Awards recognize leadership, innovation, and impact across financial services. This year’s program received a record number of nominations.

ERT’s finalist recognition reflects its work helping independent Advisors and Accountants bring coordinated specialist services into their practices. ERT’s Virtual Family Office model gives firms access to specialists in advanced tax planning, legal services, wealth management, business advisory, and risk management—services historically associated with private family offices. ERT also teaches professionals how to identify planning opportunities and work with specialists to address them.

ERT’s education and thought leadership work in 2026 includes:

• Quarterly VFO Installation Workshops: Two-day virtual sessions with live walkthroughs and case reviews.
• Two implementation programs: One helps Advisors install a VFO, with specialists joining client meetings. The other helps Advisors build structured partnerships with Accountants.
• Two new books by CEO Anton Anderson and partner Paul Latham: The Science of Running a VFO and The Science of Building Accountant Partnerships
• The Elite VFO Collective: ERT’s annual conference brought Advisors, Accountants, and specialists together in San Diego in June for case presentations and partnership building.
• Weekly educational forums and a member community: More than 1,200 Advisors and Accountants share planning strategies, case results, and more.

“Most independent Advisors already have advanced planning opportunities sitting in their books. What they lack is a specialist team and a process to act on them,” said Anton Anderson, CEO and co-founder of Elite Resource Team. “Our job is to teach that process and then stay next to the advisor while they run it.”

A panel of independent financial services judges will select the winners. They will be announced at the ThinkAdvisor Luminaries Awards gala on December 3, 2026, at the New York Hilton Midtown.

About Elite Resource Team
Elite Resource Team (ERT) is a Virtual Family Office enablement platform headquartered in San Diego. It gives independent Financial Advisors and Accountants access to more than 75 specialists in advanced tax planning, legal, wealth management risk, and business advisory services, along with training. ERT ranked #43 in Financial Services on the 2025 Inc. 5000. Learn more at elitert.com.

About ThinkAdvisor
ThinkAdvisor covers the products, services, regulations, and practice management issues that matter to Financial Advisors, registered Investment Advisors, and wealth managers.

Media Contact
Elite Resource Team
12636 High Bluff Drive, Suite 400
San Diego, CA 92130
info@elitert.com