Are you curious about changing broker dealers?

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.

Press play on the video right now to get started or click the button below to build your customized transition profile.

work with the authority on advisor transitions

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 transition. We invite you to be our next success story.
Secure Multiple Options

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.

Top Broker Dealers

Top Broker Dealers

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.

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.

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.

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.
The Proven path to a successful transition

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 transition Package possible

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.

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.

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.

JW California

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

    Industry Insights From Our AdvisorTrends Team
    3 Takeaways from the T3 Tech Conference

    3 Takeaways from the T3 Tech Conference

    Tech Tools Dominate But Not Everyone Is On Board The T3 survey is a great read, packed with details on adoption and satisfaction of everything one would need to run a modern day firm, but not everyone is running a modern day firm. Even in 2023.  Now by no means is this the majority, but […]

    First Republic Advisors Should Do This Right Now

    First Republic Advisors Should Do This Right Now

    By all accounts, First Republic has been a dream destination for financial advisors, a place where they could flourish and realize their full potential. Many were drawn to its sexy model and impressive upside, which was embodied by a recently traded stock price of $115 a share. Not surprisingly, they had become a recruiting powerhouse […]

    Quantifying Wokeness

    Quantifying Wokeness

    Has there been a more polarizing term in the past few years than “woke”? In the hands of pundits, comedians, and congress members, that word has become either a status symbol or a slur.  As our country has continued to divide up on perceived sides over the past few years, it is no suprise that […]

    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. 
    0 +

    offers delivered to advisors

    0 +

    Advisors helped each year

    $ 0 +

    in total transition package value

    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 & CIO

    Chris helped launch 3xEquity from its inception and has been directly involved in every aspect as CIO, 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 has given him invaluable experience and understanding of what it is like to walk in an advisor’s shoes.

    Lisa Johnston

    Lisa Johnston

    Senior Analyst

    Lisa quarterbacks our candidate process, coordinating meetings and offers, always ensuring a confidential client experience that financial advisors trust. Additionally, Lisa helps advisors fully understand their options, whether it’s transitioning, selling or buying a practice.
    A high-school XCountry coach, Lisa understands how to get max effort from people. You'll be glad she's on your team.

    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.


    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.


    © 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.