are you Curious about switching firms?

3xEquity Is The Authority on Advisor Moves

We’ve built a one-of-a-kind online tool that enables you to quickly and confidently secure multiple offers from top firms all while remaining 100% anonymous.  

Watch our video to find out how we helped one advisor make a move which resulted in $100 million in AUM growth and transferring 94% of his assets in under 40 days.

It’s time for you to control the conversation.

Multiple Offers

Receive your best offers and then take the action that makes the most sense for you.
You control the conversation.

Top Firms

We work with over 200 firms, including the big names you and your clients trust. We can find the right fit for you.

Zero Risk

Your name is not shared with any firm until you’ve seen their offer and decided to speak with them. You've got nothing to lose.

Enter Your Practice Data

How Our FREE Service Works

1. Enter your Practice Data

Share 3 pieces of information about your practice and we'll begin our search.

2. Receive Custom Offers

Our team leverages their experience and connections to obtain your best offers.

3. Choose With Confidence

With several offers in-hand, make a truly informed decision and find your best fit.

100% Confidential

Incredibly smooth process. No more sharing of your identity.

3xEquity makes finding your best offers safer, faster, and easier.

Over 1,000 offers have been delivered.

What happens from here

In the next few minutes a confirmation will be sent to the email address you listed above, noting that your secure data has been received. The team at 3xEquity will begin working right away to secure your offers, sometimes in as little as 4 business days. The confirmation email also includes details on how to contact 3xEquity at any time during the process or you can connect with them via their website at www.3xEquity.com.