3xEquity | The Authority on Advisor Transitions

Curious about moving

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.

Get started in just seconds
Relationships with 200+ broker dealers
Receive custom offers in as little as 3-4 days
No recruiter calls - You control the conversation

QuickStart Form

Format: MM-DD-YYYY

Ready to control the conversation?

Let's get your custom offers.

Getting started is easy and
your information is 100% confidential.

Our simplified intake form takes less than 30 seconds to get started

You'll receive 3-4 custom offers in just a matter of days

All of our services are provided free to financial advisors.

You dictate the pace.

CONTACT US
  • 3xEquity, LLC
  • 4055 Lake Washington Blvd NE Ste 200,
    Kirkland, WA 98033
  • 855-491-2910

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