work with the authority on advisor transitions

The Smarter, Simpler
Way To Switch.

Uber. Netflix. PayPal. These disruptors reshaped the way we think about transportation, entertainment, and banking.

A few years back, we set out with disruption in our crosshairs as well. Our goal was to improve the way advisors changed broker dealers.

Hundreds of advisors have put their confidence in to deliver offers and assist them in their transition. We invite you to be our next success story.

Secure Multiple Offers

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.

Top Broker Dealers

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.

Zero Risk

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.

real connections that open doors and unlock opportunities

We Work With The Best
National & Regional Bds.

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.

GET YOUR BEST OFFER

Enter your practice data below. Remember, your information is 100% anonymous. Broker-dealers won’t know your name until you decide to meet with them.

The Proven path to a successful transition

Hand Off The Headaches

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.

We Secure multiple offers for you from the top broker dealers

We set up meetings and keep the momentum going

We help you identify what is important to you & your clients

We help Negotiate the best transition Package possible

our singular focus is your success

The Gershman Group has morphed into much more than just the typical recruiting firm. Our founder, Norman H. Gershman, built the firm on his exemplary career in the financial services industry, beginning with his first position as a broker on Wall Street.

Over the years, his vast knowledge and experience in advising and coaching enabled him to foster deep relationships with brokers and managers that we continue to maintain and develop.

We are here to listen, evaluate, and assist you in obtaining the success you envision. We are available 24/7 to facilitate introductions to all major financial institutions and will help guide you each step of the way, until you ultimately land at your financial firm of choice.

Contact us
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Offers Delivered to Advisors
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In Total Transition Package Value
Valuation services

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.

Learn More

Meet the Team

JOSE G VIANA

Head of Acquisition

Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings. He is also one of the first employees of AdvisorHUB.

He managed all of the digital campaigns on the website and email placements across the newsletters and every other channel. Jose was also in charge of managing and growing the email list of 200k+ subscribers, and over 10M email sends per month. He was also in charge of publishing the articles to the website and across social media properly optimized for SEO (AdvisorHUB is the highest rated site for financial advisors). He resides in South Florida with his wife and infant daughter.

JENNY KIM

Chief Operating Officer

Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties, launching new venues, accounting & HR, and a leader in marketing and event production.

She has run transportation companies from 1997-2004 and then worked with several Hospitality venues until 2021.
Born in Chicago, IL and raised in Kansas City, Kansas, she completed her B.A. in History of Art from the University of California – Berkeley. She has lived in San Francisco since 1987 and has 3 teenage sons.

BRUCE MILLER

Sales

Bruce grew up and graduated in Tanzania. He built his reputation by first starting his career in Accounts with a tourist company in Tanzania, after completing his SPL course, he started working with sales and discovered he had a knack for it.

Bruce is an avid traveler, and enjoys helping advisors find not only their next firm but their last firm. Bruce usually spends most of his free time with his wife and their fish-keeping hobby.