3xEquity — Do It Once. Do It Right.
tl;dr
3xEquity — Advisor Transition Consulting
For Financial Advisors Curious about a Move

Most advisors do this
exactly once.
The stakes have never
been higher.

Right now, broker-dealers are offering the most competitive transition packages in the industry's history. But navigating those offers — confidentially, intelligently, without losing a single hour you should be spending with clients — is a full-time job in itself.

You don't have to figure it out alone. And you don't have to pay for the help.

Let's Find Your Best Fit

100% confidential  ·  Free to advisors  ·  No obligation

Why Advisors Choose 3xEquity
200+
Broker-dealer relationships — national and regional firms you and your clients already know
3–4
Business days to receive multiple custom offers, so you can compare and decide on your terms
+10-20%
Lift in size of compensation package when you leverage our insights in negotiations
$0
Cost to you. Our fee is paid by the firm you choose — only if and when you decide to move
The Problem

You're an expert.
Just not at this.

You've spent years — maybe decades — building your practice, earning client trust, and navigating markets that don't cooperate. You know your business better than anyone.

But a broker-dealer transition? Most advisors do it once in their entire career. The firms on the other side of the table have done it thousands of times. That information gap is costing advisors real money.

And that's before we even talk about the time it takes — time that should be going to your clients, your pipeline, your family.

01
Time you don't have
Researching firms, arranging demos, chasing offers, comparing packages — it's a second job. And your clients are demanding more attention, not less.
02
Exposure you can't afford
Your current firm. Your clients. Your competitors. There are a lot of people who shouldn't know you're exploring a move before you're ready to tell them.
03
What you don't know you don't know
Transition packages, product compatibility, asset transfer requirements — the details that separate a good deal from a great one aren't obvious. And you only get one shot.
“

They kicked the tires so all I had to do was go in and take the test drive.

Jason Lambert  ·  3xEquity Client

Watch the video
The Process

We handle the headaches.
You stay in control.

01
Tell us about your practice
A short form — two minutes. Your name never leaves our hands until you say so.
02
We go to work
We approach the right firms from our network of 200+ BDs and secure multiple real offers on your behalf — anonymously.
03
Compare on your terms
Offers in hand, we walk you through what's good, what's negotiable, and what you'd be leaving on the table.
04
Move — or don't
You decide. There's no pressure, no obligation, and no cost. If you move, we stay with you through closing.
Get Started

Two minutes.
Complete confidentiality.
Zero obligation.

Tell us a little about your practice and we'll go to work. We'll come back with real offers from real firms — so you know exactly what you're worth in today's market.

You won't hear from a recruiter. You won't get a hard sell. You'll get a straight answer from people who've done this hundreds of times.

Your identity is protected. We will not reveal your name to any broker-dealer — ever — without your explicit approval. Your current firm will not know you submitted this form.
CS
Chris Stacey, Co-Founder & COO
26 years as a financial advisor. He's been on your side of this conversation.
Find Your Best Fit
All fields are confidential. Takes about 2 minutes.

Free to advisors. No obligation. Your information is never shared without your approval.

© 2026 3xEquity, LLC  ·  Kirkland, WA
855-491-2910