3xEquity | The Authority on Advisor Transitions
Find Your Best Fit

Financial Advisor Transition Consulting

Curious about moving to a new broker-dealer?​

to a new broker-dealer?

You could spend hours tracking down options, arranging demos, and guessing at your worth OR you can let the team at 3xEquity secure multiple offers from top BDs, streamline introductions and meetings, and negotiate the best possible transition package…all at no cost to you.

Get started in just seconds
Relationships with 200+ broker dealers
Receive custom offers in as little as 3-4 days
No recruiter calls - You control the conversation

Complete Our QuickStart Form To Get Started

All of your information is 100% confidential.  We won’t reveal your name to a potential broker dealer until you decide you want to meet with them.

Transition Facts vs. Fiction

80% of advisors who switch firms see an increase in their AUM.
84% rated their move experience 8 out of 10 or higher
70% of advisors moved 70%+ of AUM to their new firm.

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.

We work with over 200 National & Regional Firms

SECURE YOUR OFFERS

Get ready To control the conversation.

your custom offers Are A Click Away.

Why Do So Many Financial Advisors Choose To Work With 3xEquity To Ensure A Successful Transition?

We are the only no-pressure solution for transition assistance. Financial advisors come to us, we don't cold-call.

You'll receive multiple custom offers from top firms in just a matter of days.

You dictate the pace of the process.

All of our services are provided free to financial advisors.

Complete Our QuickStart Form To Get Started

All of your information is 100% confidential.  We won’t reveal your name to a potential broker dealer until you decide you want to meet with them.

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

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.

Bigger Package

Leverage our expertise to secure the biggest compensation package possible. We see 100's of offers each year and work to ensure you don't leave money on the table.

Secure Your offers

OUR LEADERSHIP TEAM

Jeff Crosby

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

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 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.

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 negotiate the best package possible

We help you identify what is important to you & your clients

We keep the momentum going

We help Negotiate the best comp Package possible

LATEST NEWS AND INDUSTRY INSIGHTS

Industry Insights From Our AdvisorTrends Team
Assets Move: The Question Is Should You?

Assets Move: The Question Is Should You?

As the year comes to a close, many advisors contemplate a transition to a new broker-dealer, drawn by the promise of fresh opportunities and advanced technology. But before you make that leap, it's crucial to pause for a gut check. Are you moving towards growth or simply escaping frustrations? Will your clients benefit from this change? Evaluating multiple offers and maximizing your transition package can make all the difference. Discover how a brief reflection can lead to a more informed decision and ultimately enhance your practice. Ready to explore your options? Let’s dive deeper!

Read more
Why Engaging a Transition Consultant Early Is Important

Why Engaging a Transition Consultant Early Is Important

As the year comes to a close, many advisors contemplate a transition to a new broker-dealer, drawn by the promise of fresh opportunities and advanced technology. But before you make that leap, it's crucial to pause for a gut check. Are you moving towards growth or simply escaping frustrations? Will your clients benefit from this change? Evaluating multiple offers and maximizing your transition package can make all the difference. Discover how a brief reflection can lead to a more informed decision and ultimately enhance your practice. Ready to explore your options? Let’s dive deeper!

Read more
Morgan Stanley’s New Comp Structure: A Gentle Nudge Out the Door for Smaller Advisors

Morgan Stanley’s New Comp Structure: A Gentle Nudge Out the Door for Smaller Advisors

As the year comes to a close, many advisors contemplate a transition to a new broker-dealer, drawn by the promise of fresh opportunities and advanced technology. But before you make that leap, it's crucial to pause for a gut check. Are you moving towards growth or simply escaping frustrations? Will your clients benefit from this change? Evaluating multiple offers and maximizing your transition package can make all the difference. Discover how a brief reflection can lead to a more informed decision and ultimately enhance your practice. Ready to explore your options? Let’s dive deeper!

Read more

3xEQUITY BY THE NUMBERS

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
0 +

offers delivered to advisors

0 +

Advisors helped each year

$ 0 +

in total transition package value

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

© 2024 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.