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Self-directed IRA / solo 401(k) custodians

Self-directed IRA and solo 401(k) custodians. Where a lot of small-balance LP equity comes from.

Stages
FinanceTax
Asset classes
MHPRV parksSelf-storageMultifamilyNNN & retail
  • Advanta IRA

    Largo, Florida self-directed IRA administrator serving real estate and private-lending investors nationwide.

    States served: Nationwide · HQ Clearwater, FL

  • Alto IRA

    Self-directed IRA platform for alternative assets with a modern online account experience.

    States served: Nationwide · HQ Nashville, TN

  • Digital Trust

    Independent qualified custodian for self-directed retirement accounts holding real estate, private funds, notes, and digital assets. Formerly Kingdom Trust.

    States served: Nationwide · HQ Las Vegas, NV

  • Equity Trust Company

    Westlake, Ohio self-directed IRA and 401(k) custodian holding real estate, notes, private placements, metals, and crypto in tax-advantaged accounts.

    States served: Nationwide · HQ Westlake, OH

  • IRA Financial

    Self-directed IRA and solo 401(k) provider with checkbook-control LLC structures for real estate and alternative investors.

    States served: Nationwide · HQ Miami Beach, FL

  • Madison Trust Company

    Self-directed IRA custodian in Sioux Falls with flat-rate fees, holding real estate, notes, private placements, metals, and checkbook-control IRA LLCs.

    States served: Nationwide · HQ Sioux Falls, SD

  • Rocket Dollar

    Austin-based self-directed IRA and solo 401(k) platform with checkbook control, marketed to investors in syndications and private deals.

    States served: Nationwide · HQ Austin, TX

  • STRATA Trust Company

    Self-directed IRA custodian for alternative assets including directly owned real estate, private placements, notes, and precious metals.

    States served: Nationwide · HQ Waco, TX

  • The Entrust Group

    Oakland, California self-directed IRA administrator founded in 1981, supporting real estate, notes, and private placements.

    States served: Nationwide · HQ Oakland, CA

  • uDirect IRA Services

    Irvine, California third-party administrator for self-directed IRAs and Solo 401(k) plans holding real estate, notes, and private placements.

    States served: Nationwide · HQ Irvine, CA