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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
What if one small change could unlock outsized performance? Major League Baseball is asking that question right now, thanks to a quirky new innovation called the torpedo bat. First adopted by the Yankees and now catching on across the league, these bats look a bit off—shorter barrel, mass redistributed, physics-forward design—but the results are undeniable: […]
![[Updated 5/31: LPL Acquires Commonwealth] Why Advisors Should Think Twice Before Going Along for the Ride](https://3xequity.com/wp-content/uploads/2025/03/commonwup-1024x1024.webp)
Update: The deal is done. LPL Financial has officially announced its acquisition of Commonwealth Financial Network, confirming the speculation that’s been swirling throughout the industry over the past week. With this move, LPL adds over 2,300 advisors and $344 billion in client assets to its already massive platform—and shakes up the independent broker-dealer space in […]
Over the past month, more than $3.7 billion in client assets and millions in annual revenue have moved between firms. From Alaska to California, and from traditional wirehouses to independent models, the pace and scale of these transitions reveal where the industry is heading—and what matters most to advisors right now. Let’s break down five […]
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.
