# Jeff Crosby

> Jeff Crosby is a Kirkland, Washington-based wealth advisor, founder, and endurance athlete who created 3xEquity to make financial-advisor practice valuations, transitions, and succession decisions more transparent and confidential. After more than three decades with Ameriprise, repeated recognition in advisor rankings, and years building 3xEquity's valuation tools and consulting model, Crosby sold 3xEquity to Elite Consulting Partners in May 2026; the company continues as a standalone brand within Elite's platform.

- **Role:** Founder of 3xEquity and Private Wealth Advisor at Crosby Wealth Advisors, Ameriprise Financial Services
- **Organizations:** 3xEquity, Elite Consulting Partners, Crosby Wealth Advisors, Ameriprise Financial Services
- **Known for:** Built an Ameriprise wealth-management practice in the Pacific Northwest over more than three decades., Recognized in Barron's state-by-state advisor rankings from 2010 through 2016, as reported by 3xEquity, and again in the 2026 Top 1,500 list, according to Ameriprise., Ranked No. 36 on Forbes' 2023 Best-In-State Wealth Advisors list for Washington's high-net-worth category.

## Career timeline

- **1994** — Began registration with Ameriprise Financial Services and its predecessor entities, according to the SEC Investment Adviser Public Disclosure record.
- **1998** — Was selected to provide financial education for Microsoft employees after spending three years developing relationships there.
- **2009** — Started Crosby Coaching to coach other Ameriprise advisors on practice models; later listed as inactive in his public adviser record.
- **2010-2016** — Recognized by Barron's in its state-by-state Top Financial Advisor rankings, as summarized by 3xEquity.
- **2013** — Began 3xEquity as an outside consulting business, according to his public adviser record; later public interviews describe its transition-consulting buildout in 2015.
- **2019** — Appeared as an AdvisorHub Industry in Transition speaker and was profiled as a valuation-tool entrepreneur and advisor-transition specialist.
- **2020** — 3xEquity launched the AdvisorTrends podcast, later joined by The FA Show video series.
- **2023** — Forbes ranked Crosby No. 36 among Washington's 2023 Best-In-State Wealth Advisors in the high-net-worth category.
- **2026** — Barron's included Crosby in its 2026 Top 1,500 Financial Advisors list, according to his Ameriprise profile.
- **2026** — Elite Consulting Partners acquired 3xEquity on May 21; the buyer said the company would remain a standalone brand.

## Achievements

- Built an Ameriprise wealth-management practice in the Pacific Northwest over more than three decades.
- Recognized in Barron's state-by-state advisor rankings from 2010 through 2016, as reported by 3xEquity, and again in the 2026 Top 1,500 list, according to Ameriprise.
- Ranked No. 36 on Forbes' 2023 Best-In-State Wealth Advisors list for Washington's high-net-worth category.
- Founded 3xEquity, a valuation and advisory platform for financial advisors, RIAs, broker-dealers, and wealth-management firms.
- Completed 24 Ironman races and qualified for and finished the Hawaii World Championship eight times, according to his current Ameriprise profile.
- Sold 3xEquity to Elite Consulting Partners in May 2026 while preserving it as a standalone brand.

## Latest updates

- **2026-05** — Elite Consulting Partners acquired 3xEquity; the buyer said 3xEquity would continue as a standalone brand and expand its valuation, education, licensing, and succession-planning offerings.
- **2026-04** — Ameriprise's profile for Crosby noted his inclusion in Barron's 2026 Top 1,500 Financial Advisors list.
- **2026-01** — The AdvisorTrends podcast remained active in 2026, continuing 3xEquity's educational publishing for financial advisors.

## Links

- Website: https://3xequity.com
- LinkedIn: http://www.linkedin.com/in/jeffcrosbyfounder
- Twitter/X: https://twitter.com/3xEquity
- YouTube: https://www.youtube.com/3xequity
- Facebook: https://facebook.com/3xequity

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Profile page: https://yespress.io/jeff-crosby
Published by YesPress — https://yespress.io
Last updated: 2026-08-26