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.
Ready To Control Your Career Conversation?
Complete the form below to get started. Prefer to call? We’re available at 855-491-2910.
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.
Ready To Control Your Career Conversation?
Complete the form below to get started. Prefer to call? We’re available at 855-491-2910.
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.
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.
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.
Many advisors simply don’t know what they’re paying in fees—and those who do often assume, mistakenly, that their costs haven’t changed since joining their broker-dealer. In reality, hidden fees and rising platform expenses quietly erode income over time.
Our complimentary fee analysis uncovers what you’re truly paying and how much you could reclaim. We’ve seen advisors recover $250,000–$500,000 in additional annual revenue just by addressing these hidden drags prompting one advisor to reply “why didnt’ I do this years ago.”
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.
If you’re thinking about changing broker-dealers and there’s something on your U4, you’re probably wondering how much it matters. A U4 disclosure can shape which firms are willing to engage, how they evaluate your practice, how fast diligence moves, and sometimes the strength of your transition package. But a disclosure doesn’t automatically mean you’re stuck. […]
A lot of advisors will close the laptop a little early this week. Kids are out of school. Clients are traveling. For a day or two, the inbox might actually get a little quieter. That quiet is rare. It’s also useful, because it’s exactly the kind of space where a real question tends to surface: […]
![When Is the Right Time to Leave [Insert Your Broker-Dealer’s Name Here]?](https://3xequity.com/wp-content/uploads/2026/06/exit.webp)
Some articles get read because they’re clever. Some get read because they say something advisors already know but haven’t said out loud. And some get read because they answer the exact question sitting in the back of an advisor’s mind. This article has consistently been one of 3xEquity’s best-performing pieces because the question is simple, […]
At 3xEquity, we believe transitions are a team sport. From exploring your options to securing the best offer, we’re with you at every step—delivering real insights, real offers, and real results.
Let’s find your best fit, together.
