Advanta IRA
Largo, Florida self-directed IRA administrator serving real estate and private-lending investors nationwide.
States served: Nationwide · HQ Clearwater, FL
National
Self-directed IRA and solo 401(k) custodians. Where a lot of small-balance LP equity comes from.
Largo, Florida self-directed IRA administrator serving real estate and private-lending investors nationwide.
States served: Nationwide · HQ Clearwater, FL
Self-directed IRA platform for alternative assets with a modern online account experience.
States served: Nationwide · HQ Nashville, TN
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
Phoenix self-directed IRA and solo 401(k) custodian, operated by Directed Trust Company, for real estate, notes, private equity and other alternative assets.
States served: Nationwide · HQ Phoenix, AZ
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
Houston self-directed IRA custodian known among note and real estate investors, with an active education and events program.
States served: Nationwide · HQ Oak Brook, IL
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
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
Alternative asset custodian for self-directed retirement accounts, now operating as Inspira Financial.
States served: Nationwide
Self-directed IRA custodian for alternative assets, formerly PENSCO Trust Company.
States served: Nationwide
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
Colorado-based national bank offering self-directed retirement banking and retirement real estate loans alongside business, personal and nonprofit accounts.
States served: Nationwide · HQ Lakewood, CO
Self-directed IRA custodian for alternative assets including directly owned real estate, private placements, notes, and precious metals.
States served: Nationwide · HQ Waco, TX
Oakland, California self-directed IRA administrator founded in 1981, supporting real estate, notes, and private placements.
States served: Nationwide · HQ Oakland, CA
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