Financial Advisor Transition Consulting

Curious about moving to a new broker-dealer?​

to a new broker-dealer?

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.

Transition Facts vs. Fiction

SECURE YOUR OFFERS

Get ready To control the conversation.

your custom offers Are A Click Away.

Why Do So Many Financial Advisors Choose To Work With 3xEquity To Ensure A Successful Transition?

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.

CLIENT SUCCESS STORIES

"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.

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 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

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.

Bigger Package

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.

We work with over 200 National & Regional Firms

OUR LEADERSHIP TEAM

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.

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

LATEST NEWS AND INDUSTRY INSIGHTS

Industry Insights From Our AdvisorTrends Team
You Gonna Eat That?

You Gonna Eat That?

In the economic food chain, someone always ends up footing the bill. Prices go up, margins shrink, and somebody is left saying, “Fine, I’ll eat it.” That’s true with tariffs, oil shocks, crop failures—and now, apparently, with your broker-dealer’s new “service enhancements.” One of the biggest Broker Dealers just slapped advisors with a new platform […]

Can Edward Jones Pull Off a Range Rover?

Can Edward Jones Pull Off a Range Rover?

Edward Jones has long been the entry-level 4×4 of the financial services world. Built for utility, widely available, and designed to get the job done, it was never flashy—but it was accessible. Advisors cut their teeth there, and clients who didn’t know where else to go found a familiar, Main Street option. But now, the […]

You’re A Free Agent

You’re A Free Agent

It’s your business. Your clients. Your future. Own the next move. How long have you been with your current broker-dealer? Five years? Ten? Maybe even longer?Now ask yourself this: Is the relationship still as strong as it was when you signed on? Do you still feel seen, heard, and supported? Or are you starting to […]

3xEQUITY BY THE NUMBERS

our singular focus is your success
“Talent wins games, but teamwork wins championships”  Michael Jordan
 

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.

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CONTACT US

It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.

There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.

The real question is: Which model makes the most sense for your business goals and lifestyle?

To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.

Get Your Offers in Hand

Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.

Want the full breakdown? Check out our blog post: How We Get Paid

© 2024 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.