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Text Content

 * Change Your BD
   * Quick Start (Get Offers)
   * View Sample Offers
   * Broker Match
 * Practice Valuations
 * Buy/Sell
   * Practice Financing
 * News
   * Latest News
   * Broker Dealer Directory
   * Our Blog: Advisortrends
 * About Us
   * Media
     * Podcasts
     * The FA Show
     * 3xEquity TV
   * Webinars
   * Leadership
   * Contact Us
     * Transition Survey
       * 2023 Advisor Transition Survey
       * Free Download
       * AdvisorHub Summit Presentation
   * FAQs

X



CURIOUS ABOUT CHANGING BROKER DEALERS?

3xEquity is widely acknowledged as the authority on advisor moves. Odds are you
know someone we’ve worked with, helping them find their best fit – now it’s your
turn.

We’ve built a one-of-a-kind online tool that enables you to quickly and
confidently secure multiple offers from top BDs, all while remaining 100%
anonymous.

Complete the form now to get started building your customized transition profile
or scroll down the page to learn more about our process, engage with customer
success stories, and meet your team.




First Name*
Last Name
Email*
Revenue*
AUM
Get My Offers

work with the authority on advisor MOVES


THE SMARTER, SIMPLER
WAY TO SWITCH.

Uber. Netflix. PayPal. These disruptors reshaped the way we think about
transportation, entertainment, and banking.

A few years back, we set out with disruption in our crosshairs as well. Our goal
was to improve the way advisors changed broker dealers.

Hundreds of advisors have put their confidence in 3xEquity to deliver offers and
assist them in their desire to find their best fit. We invite you to be our next
success story.



SECURE MULTIPLE OFFERS

Having options means you can compare and contrast BD's, ultimately finding the
best fit for you and your career path. You'll have multiple offers in as little
as 2 business days and expert support throughout the entire process.

Get offers


TOP BROKER DEALERS

We've built deep relationships with all the top national and regional BD's and
we know the pro's and con's of all the players. The firms your clients know. The
firms you trust. The firms that are interested in your success.


ZERO RISK

Getting offers used to be a real leap of faith. At 3xEquity, we've removed the
risk. We protect your identity, keeping you 100% anonymous until you decide the
time is right. You control the conversation.


NO COST TO YOU

Our services are provided 100% free to you - the firm you eventually choose pays
us. Our comp from them in no way impacts yours and in most cases we are able to
negotiate a higher payout for you - a win-win!

Secure Your offers

CLIENT SUCCESS STORIES


"THEY KICKED THE TIRES SO ALL I HAD TO DO WAS GO IN AND TAKE THE TEST DRIVE."



Jason Lambert’s move during the height of the pandemic was a case study in how
to make a successful move (even under the best of conditions).  Watch our
interview with Jason to learn more or click to get started on securing your own
offers and finding your best fit. 

Watch video
Watch Video
Secure My Offers


real connections that open doors and unlock opportunities


WE WORK WITH OVER 200
NATIONAL & REGIONAL BDS.

We’ve built deep relationships with all the top national and regional BD’s.
The one’s your clients know, the one’s you trust, the one’s that are interested
in your success.


SECURE YOUR BEST OFFERS

Enter your practice data below. Remember, your information is 100% anonymous.
Broker-dealers won't know your name until you decide to meet with them.



Enter Your AUM
Enter Your T12 Rev




Enter Your Personal eMail
Enter Your Personal Phone #

Get My Offers
The Proven path to a successful MOVE


GO AHEAD AND HAND OFF THE HEADACHES

Changing broker dealers can feel like adding another full-time job to your
plate. Let us handle all the heavy lifting, keeping everything organized and
on-schedule.




WE SECURE MULTIPLE OFFERS FOR YOU FROM THE TOP BROKER DEALERS





WE SET UP MEETINGS AND KEEP THE MOMENTUM GOING





WE HELP YOU IDENTIFY WHAT IS IMPORTANT TO YOU & YOUR CLIENTS





WE HELP NEGOTIATE THE BEST COMP PACKAGE POSSIBLE


TEstimonials
JL Washington

Working with 3xEquity saved me a ton of time. They kicked the tires so all I had
to do was show up and take the test drive.

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TW Louisiana

In less time than it takes to order a cup of coffee you are on your way to
receiving multiple offers from top broker dealers.

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MT New York

I'm still considering a transition but I've learned so much from 3xEquity. They
are my go-to source for transition expertise.

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JW California

I thought the offers might not be that good. I was wrong. One offer was so good
I transitioned my company.

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JEFF CROSBY

Founder & CEO

6-time Ironman Triathlon World Championship Qualified, 25 time Ironman finisher,
Jeff has 30+ years of experience in the wealth management space and is a
Barron's Top Advisor.
Well-known and respected by leaders at top regional and national firms, Jeff
uses a "coach 'em up" style to empower advisors whether they are looking to
change broker dealers or simply grow their practice.




CHRIS STACEY

Founder & COO

Chris helped launch 3xEquity from its inception and has been directly involved
in every aspect as COO, including building the valuation methodologies and
constructing the 3xEquity transition offer process.
Chris has also been a financial advisor and in the industry for over 26 years,
which provides him with invaluable firsthand experience and an understanding of
what it is like to walk in an advisor’s shoes.


SUZANNE MONTOYA

Senior Analyst

Suzanne quarterbacks our candidate process, coordinating meetings and offers,
ensuring a positive client experience. Suzanne helps advisors fully understand
their options.
Suzanne's career has included roles in HR, accounting, and a delicious but
ultimately unsatisfying stint as a professional cake decorator. She can tell
when something is truly sweet, or just empty calories - a skill she'll put to
work helping you find your best fit whether it’s transitioning, selling or
buying a practice.


our singular focus is your success
“Talent wins games, but teamwork wins championships”  Michael Jordan
 
Our CEO Jeff Crosby is a basketball guy. A former collegiate player and coach, a
real X’s & O’s master…and though we may argue whether or not Jordan was the
greatest of all time, we won’t argue with Jordan’s view on the value of a team.
 
3xEquity is YOUR team.  Let us get started today helping you find your best
fit. 
Contact us

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OFFERS DELIVERED TO ADVISORS

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ADVISORS HELPED EACH YEAR

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IN TOTAL TRANSITION PACKAGE VALUE

Industry Insights From Our AdvisorTrends Team


ACCELERATED EXEC DEPARTURES AT ENVESTNET

What is going on at Envestnet? Envestnet, a leading provider of
technology-driven solutions for financial advisors, has seen a series of
executive departures that have left the industry buzzing with speculation.  
While the reasons behind each departure might vary, the collective exodus raises
questions about the future direction of the company and the potential
implications […]

Read more


POSITIVE CHANGES TO REGIONAL ROLES AT WELLS FARGO; ADDS JPM LEADER TO ROSTER

Wells Fargo Advisors has made some remarkably positive strides in executive
leadership, showcasing the strength and depth of its talent pool with the recent
promotions of Barry Simmons and James Craven, as announced in a memo to
employees by Sol Gindi, the head of Wells Fargo Advisors.  Barry Simmons, who
made a significant career move […]

Read more


3 OF THE BIGGEST ADVISOR MOVES OF Q1 (AND WHY YOUR MOVE MIGHT BE NEXT UP)

The first quarter of the year witnessed several notable moves within the
industry, showcasing both the continued competition among firms vying for top
talent as well as comfort among advisors (and their clients) spurred by a
calming of the markets.  Factors remain in place that should be viewed as
encouraging by advisors curious to explore […]

Read more

Valuation services

You can’t grow what you don’t measure, that’s why getting a valuation is such an
important next step for your practice.  Whether you are looking towards
succession planning, a merger/acquisition, or simply setting a baseline,
3xEquity has the tools to deliver a meaningful and actionable valuation.

Learn more



MOBILE APP

We are proud to introduce our new mobile app for Apple IOS and Android.  Easily
access 3xEquity insights, events, and news plus communicate directly and
discretely with our team about your transition.

Watch Video


CONTACT US
 * 3xEquity, LLC
 * 4055 Lake Washington Blvd NE Ste 200,
   Kirkland, WA 98033
 * 855-491-2910




© 2022 3xEquity, LLC. All rights reserved

Transition packages from top regional and national broker-dealers like LPL,
Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.

 * Transition Consulting
 * Practice Valuations
 * Practice Financing
 * Broker Dealer Directory