Contact 3xEquity

Call, email, or fill out the form below to contact us.

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Ask us about our CVA certified valuations.
Get In Touch

The 3xEquity transition and practice valuation services are for financial advisors located in the United States. We’re located in the Pacific Northwest in Kirkland, WA, right next to Seattle, home of the Seattle Seahawks.

3xEquity, LLC

4055 Lake Washington Blvd NE Ste 275
Kirkland, WA 98033

Phone: 1-855-491-2910

Email: info@3xequity.com

Contact 3xEquity

Call, email, or fill out the form above to contact us.

certified-valuators-and-analysts-business-valuation-credential
Ask us about our CVA certified valuations.
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

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