Company lists · Data refreshed September 2026
Top 25 Roth ira custodians based in the United States
RevenueBase identified 45 roth ira custodians headquartered in the United States as of September 2026 and tracks 781 professional contacts across them, including 361 with verified work emails. Las Vegas is the largest hub.
This list covers roth ira custodians headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest roth ira custodians based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 79 contacts → | ||||
Partial evidence “Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 73 contacts → | ||||
Strong evidence “Madison Trust Company is a full-service Self-Directed IRA custodian offering account holders a way to invest in alternative assets beyond Wall Street such as real estate, private…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 56 contacts → | ||||
Partial evidence “Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 47 contacts → | ||||
Partial evidence “Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 47 contacts → | ||||
Indirect evidence “Each day there are people turning 60.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 41 contacts → | ||||
Strong evidence “Established in 1989, GoldStar Trust Company has more than 25 years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 contacts → | ||||
Partial evidence “Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 29 contacts → | ||||
Strong evidence “Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 27 contacts → | ||||
Indirect evidence “CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 27 contacts → | ||||
Indirect evidence “Start here.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Partial evidence “Everything at IRA Club is designed to make investing in alternatives easier.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Partial evidence “NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 17 contacts → | ||||
Partial evidence “Since 1978, Mainstar Trust has been a trusted self-directed retirement custodian with a reputation for exceptional customer service and an experienced and knowledgeable team.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Strong evidence “Established in 1996, we're an administrator and custodian to self-directed IRAs, specializing in private placements, real estate, LLCs, notes, and other non-traditional…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 14 contacts → | ||||
Partial evidence “We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 13 contacts → | ||||
Indirect evidence “Digital Trust, the trust company for a digital era, offers a technology-driven approach to self-directed retirement accounts.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Indirect evidence “As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 11 contacts → | ||||
Strong evidence “MidAtlantic IRA, LLC is an IRA administration firm that offers a full range of Self-Directed IRA accounts including Traditional, Roth, SEP, Simple and Individual k Plans.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 10 contacts → | ||||
Partial evidence “At uDirect IRA Services, the investments in your retirement account can be self-directed by "U".” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Partial evidence “Vault Metal’s team of IRA Specialists have helped countless number of clients secure, protect and simplify their retirement, call us today to explore your options.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Partial evidence “IRA Innovations is a leading provider of record keeping and administration services for self-directed retirement accounts.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “We help our clients take control of their retirement money.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Indirect evidence “The Entrust Trust Company is a company based out of 3200 W END AVE, Nashville, Tennessee, United States.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Since 1997, Desert Capital Management Group has been at the forefront of an ever-changing economy, working closely with our clients to meet and exceed their investment…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: roth ira custodians. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names roth ira custodians.
- Partial evidence
- Its own public description names part of roth ira custodians, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name roth ira custodians. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 45 roth ira custodians based in the United States
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Roth ira custodians based in the United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 45 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among roth ira custodians, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “roth ira custodians”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names roth ira custodians), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among roth ira custodians, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 361 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names roth ira custodians, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many roth ira custodians are there based in the United States?
RevenueBase identified 45 roth ira custodians headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
The Entrust Group, headquartered in Oakland, tops this list with the largest team on record.
Which city has the most roth ira custodians?
Las Vegas leads with 3 headquartered companies, followed by Birmingham (2) and Phoenix (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 361 verified decision-maker contacts tracked across these 45 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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