3xEquity is widely acknowledged as the authority on advisor moves. Odds are you know someone we’ve worked with, helping them find their best fit – now it’s your turn.
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.
Complete the form now to get started building your customized transition profile or scroll down the page to learn more about our process, engage with customer success stories, and meet your team.
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 and expert support throughout the entire process.
We've built deep relationships with all the top national and regional BD's and we know the pro's and con's of all the players. The firms your clients know. The firms you trust. The firms 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.
Our services are provided 100% free to you - the firm you eventually choose pays us. Our comp from them in no way impacts yours and in most cases we are able to negotiate a higher payout for you - a win-win!
CLIENT SUCCESS STORIES
Jason Lambert’s move during the height of the pandemic was a case study in how to make a successful move (even under the best of conditions). Watch our interview with Jason to learn more or click to get started on securing your own offers and finding your best fit.
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.
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 & COO
Chris helped launch 3xEquity from its inception and has been directly involved in every aspect as COO, 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.
UBS advisors hoping the firm might soften its 2025 compensation changes just got their answer—and it’s a firm no. CFO Todd Tuckner made it clear in recent comments that UBS remains committed to its plan to “better align” broker compensation with the bank’s long-term strategic goals. Translation: no reprieve is coming. The firm is moving forward with […]
2025 is shaping up to be an especially promising year for financial advisors considering a move to a new firm. Industry veterans will tell you there’s never a perfect time to change broker-dealers. Markets are always shifting, and there are always reasons to stay put. Yet current conditions make now one of the strongest windows […]
When financial advisors think about making a move, one concern that stops the conversation before it starts is this: “I’ve got a disclosure on my U4. No firm will want me.” But that assumption doesn’t always hold true—and we’ve got the proof. In a recent AdvisorHub article, a veteran advisor at a major wirehouse made […]
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.
