3xEquity

About 3xEquity

3xEquity is a transition consultancy for financial advisors, offering transition consulting, fee analysis, and certified practice valuations to help advisors move to new broker-dealers at no cost. The company highlights confidential, multiple-offer processes from top firms, enabling advisors to compare offers and control the pace of their move. Based in Kirkland, Washington, it serves financial professionals navigating broker-dealer changes across the United States. All services are provided free to financial advisors, with compensation typically paid by the receiving broker-dealer.