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.

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 Offers

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.

SECURE YOUR BEST OFFERS

Get started Now .

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

TEstimonials

Advisors We've Helped .

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

Latest News .

Webinar Announcement – Dec 8th Hear From 3 Top BDs

Webinar Announcement – Dec 8th Hear From 3 Top BDs

TOP BROKER DEALERS ROUNDTABLE: Featuring Ameriprise, Cetera, and LPL Financial Webinar Series Hosted By 3xEquity Designed To Educate Financial Advisors Considering Changing BDs; Launches December 8th (Seattle, WA) – Financial advisors curious about changing to a new broker-dealer will have the rare opportunity to compare options “side-by-side” in a new, online webinar series set to […]

Finding Balance For You And Your Clients

Finding Balance For You And Your Clients

Technology: Leveraging B/D technology to personalize client relationships Practice Management: Relying on your B/D to help work “in your business” while you “work on your business” Business Consulting: B/D business consulting support vs. going it alone    COVID-19 hit us much in the way a hurricane does, fast and strong. In a mere 8 months, […]

Wells Fargo Joins Ameriprise At Top Of Transition Comp Peak – Who Will Follow?

Wells Fargo Joins Ameriprise At Top Of Transition Comp Peak – Who Will Follow?

In an AdvisorHub article posted earlier this month, it was reported that Wells Fargo had, “…raise(d) the maximum ceiling on cash deals, often in the form of nine-year forgivable loans, to 340% from 325%.”  By bumping up its numbers, Wells Fargo moved their package offer directly in line with another competitor, Ameriprise.  For the better […]

our singular focus is your success

We are
Your team
.

“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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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

Looking to value (and grow) your practice ?

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.

MOBILE APP

We've put the power of 3x in your pocket .

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.

CONTACT US

© 2020 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.