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.
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.
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.
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.
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.
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.
In the economic food chain, someone always ends up footing the bill. Prices go up, margins shrink, and somebody is left saying, “Fine, I’ll eat it.” That’s true with tariffs, oil shocks, crop failures—and now, apparently, with your broker-dealer’s new “service enhancements.” One of the biggest Broker Dealers just slapped advisors with a new platform […]
Edward Jones has long been the entry-level 4×4 of the financial services world. Built for utility, widely available, and designed to get the job done, it was never flashy—but it was accessible. Advisors cut their teeth there, and clients who didn’t know where else to go found a familiar, Main Street option. But now, the […]
It’s your business. Your clients. Your future. Own the next move. How long have you been with your current broker-dealer? Five years? Ten? Maybe even longer?Now ask yourself this: Is the relationship still as strong as it was when you signed on? Do you still feel seen, heard, and supported? Or are you starting to […]
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.
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.
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.
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.
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.
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.
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.
