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.

Instant Offer
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 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 and expert support throughout the entire process.

Top Broker Dealers

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.

Zero Risk

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!


"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. 

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 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

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.

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.

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. 
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Industry Insights From Our AdvisorTrends Team
3xEquity CEO Featured On AdvisorHub Podcast

3xEquity CEO Featured On AdvisorHub Podcast

In the most recent installment of the Tony Sirianni Podcast, AdvisorHub’s CEO Tony Sirianni welcomed Jeff Crosby, the Founder and CEO of 3xEquity. In this engaging episode, they delve into critical topics that every financial advisor should consider to stay ahead in the industry. Should You Change Firms or Stay Put? Jeff and Tony explore […]

34% Of Advisors Are Ready To Roll

34% Of Advisors Are Ready To Roll

The financial advisory industry is experiencing a notable shift, with over one-third of advisors expressing openness to changing broker-dealers. This phenomenon, often referred to as being “in motion,” signifies a readiness among advisors to move to firms offering better products, advanced technology, and enticing transition packages. The latest satisfaction study by J.D. Power sheds light […]

Why July Is The Best Time To Transition

Why July Is The Best Time To Transition

As we settle into the sweet part of summer, financial advisors considering a move to a new broker-dealer might find that there is no better time than right now to start those transition conversations. July presents a unique opportunity for advisors to explore new horizons, make strategic decisions, and position themselves for a successful transition. […]

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.


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