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.
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 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.
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.
Undoubtedly, lots of good things will happen in 2025 and we don’t want to skip over it completely, but 2026 might be where it’s at, especially for advisors who are eyeing a transition. As we close out 2024, here are key reasons why 2026 should already be on your radar: Get on the Glide Path […]
A pervasive myth has haunted financial advisors considering a broker-dealer transition: that assets are difficult to move. This belief fuels hesitation and prolongs decision-making, even when an advisor knows they need a change. However, both anecdotal and empirical evidence overwhelmingly debunks this notion. Take, for instance, a recent post on Reddit by user @playactionpass, who […]
As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future. Still, skepticism lingers among advisors weighing their options. If you’re one of them, let’s take a […]
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.
