Company lists · Data refreshed September 2026
Top 25 Roth ira custodians based in the United States
RevenueBase identified 45 company matches for roth ira custodians associated with 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 company matches for roth ira custodians associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 → | ||||
Exact match “Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 73 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 56 contacts → | ||||
Exact match “Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 47 contacts → | ||||
Exact match “Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 47 contacts → | ||||
Exact match “Each day there are people turning 60.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 41 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 30 contacts → | ||||
Exact match “Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 29 contacts → | ||||
Exact match “Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 27 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 27 contacts → | ||||
Exact match “Start here.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “Everything at IRA Club is designed to make investing in alternatives easier.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 15 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Digital Trust, the trust company for a digital era, offers a technology-driven approach to self-directed retirement accounts.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 10 contacts → | ||||
Exact match “At uDirect IRA Services, the investments in your retirement account can be self-directed by "U".” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “IRA Innovations is a leading provider of record keeping and administration services for self-directed retirement accounts.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “We help our clients take control of their retirement money.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “The Entrust Trust Company is a company based out of 3200 W END AVE, Nashville, Tennessee, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “roth ira custodians”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “roth ira custodians” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 361 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “roth ira custodians”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many roth ira custodians are there based in the United States?
RevenueBase identified 45 company matches for roth ira custodians associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
The Entrust Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most roth ira custodians?
Las Vegas leads with 3 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 361 professional contacts with verified work emails tracked across these 45 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 45 roth ira custodians based in the United States. Start with a free account, no credit card.
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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 SmartSearch, 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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Company intelligence · public preview
Top 25 roth ira custodians based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 45 matching company records for roth ira custodians based in the United States, with 781 tracked contacts and 361 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 roth ira custodians based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | The Entrust Grouptheentrustgroup.com HQ: Oakland, CA, United StatesReported employees: 51-200 | Oakland, CA, United States | 51-200 | Exact match | 79 contacts → |
“Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Madison Trust Companymadisontrust.com HQ: Sioux Falls, SD, United StatesReported employees: 11-50 | Sioux Falls, SD, United States | 11-50 | Exact match | 73 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Advanta IRAadvantaira.comHQ: Clearwater, FL, United StatesReported employees: 51-200 | Clearwater, FL, United States | 51-200 | Exact match | 56 contacts → |
“Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Directed Trust Companydirectedira.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 47 contacts → |
“Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 47 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Goldstar Trust Companygoldstartrust.com HQ: Amarillo, TX, United StatesReported employees: 51-200 | Amarillo, TX, United States | 51-200 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Trust Company Of Kansastckansas.com HQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 30 contacts → |
“Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Horizon Trust Companyhorizontrust.com HQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 29 contacts → |
“Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Camaplancamaplan.com HQ: Ambler, PA, United StatesReported employees: 11-50 | Ambler, PA, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Provident Trust Group, An Ascensus Companytrustprovident.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 27 contacts → |
“Start here.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | IRA Clubiraclub.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nuview Trust Companynuviewtrust.com HQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 18 contacts → |
“NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mainstar Trustmainstartrust.com HQ: Onaga, KS, United StatesReported employees: 51-200 | Onaga, KS, United States | 51-200 | Exact match | 17 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Irar Trust Companyiraresources.com HQ: Walnut Creek, CA, United StatesReported employees: 11-50 | Walnut Creek, CA, United States | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Accuplan Benefits Servicesaccuplan.netHQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 14 contacts → |
“We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Digital Trustdigitaltrust.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 13 contacts → |
“Digital Trust, the trust company for a digital era, offers a technology-driven approach to self-directed retirement accounts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Iplangroupiplangroup.com HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 13 contacts → |
“As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Midatlantic Ira, LLCmidatlanticira.com HQ: Frederick, MD, United StatesReported employees: 1-10 | Frederick, MD, United States | 1-10 | Exact match | 11 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Udirect IRA Servicesudirectira.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 10 contacts → |
“At uDirect IRA Services, the investments in your retirement account can be self-directed by "U".” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vault Metalvaultmetal.com HQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | IRA Innovationsirainnovations.com HQ: Birmingham, AL, United StatesReported employees: 1-10 | Birmingham, AL, United States | 1-10 | Exact match | 6 contacts → |
“IRA Innovations is a leading provider of record keeping and administration services for self-directed retirement accounts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mysolo401k MY Solo 401k Financial LLCmysolo401k.net HQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 6 contacts → |
“We help our clients take control of their retirement money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Entrust Trust Companytetctrust.com HQ: Nashville, TN, United StatesReported employees: 1-10 | Nashville, TN, United States | 1-10 | Exact match | 5 contacts → |
“The Entrust Trust Company is a company based out of 3200 W END AVE, Nashville, Tennessee, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Horizons Financial Grouphorizonsfinancial.comHQ: Birmingham, AL, United StatesReported employees: 1-10 | Birmingham, AL, United States | 1-10 | Exact match | 5 contacts → |
“We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Desert Capital Management Groupdsrtcptl.com HQ: Hermosa Beach, CA, United StatesReported employees: 1-10 | Hermosa Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 45 company matches
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Roth ira custodians: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
45 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for roth ira custodians?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many roth ira custodians did RevenueBase find based in the United States?
The saved snapshot records 45 matching company records, 781 tracked contacts and 361 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 roth ira custodians based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/roth-ira-custodians/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 roth ira custodians based in the United States
RevenueBase records 45 matching company records for roth ira custodians based in the United States, with 781 tracked contacts and 361 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 roth ira custodians based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | The Entrust Grouptheentrustgroup.com HQ: Oakland, CA, United StatesReported employees: 51-200 | Oakland, CA, United States | 51-200 | Exact match | 79 contacts → |
“Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Madison Trust Companymadisontrust.com HQ: Sioux Falls, SD, United StatesReported employees: 11-50 | Sioux Falls, SD, United States | 11-50 | Exact match | 73 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Advanta IRAadvantaira.com HQ: Clearwater, FL, United StatesReported employees: 51-200 | Clearwater, FL, United States | 51-200 | Exact match | 56 contacts → |
“Advanta IRA is a self-directed IRA administrator serving clients nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Directed Trust Companydirectedira.com HQ: Phoenix, AZ, United StatesReported employees: 51-200 | Phoenix, AZ, United States | 51-200 | Exact match | 47 contacts → |
“Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 47 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Goldstar Trust Companygoldstartrust.com HQ: Amarillo, TX, United StatesReported employees: 51-200 | Amarillo, TX, United States | 51-200 | Exact match | 41 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The Trust Company Of Kansastckansas.com HQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 30 contacts → |
“Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Horizon Trust Companyhorizontrust.com HQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 29 contacts → |
“Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Camaplancamaplan.com HQ: Ambler, PA, United StatesReported employees: 11-50 | Ambler, PA, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Provident Trust Group, An Ascensus Companytrustprovident.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 27 contacts → |
“Start here.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | IRA Clubiraclub.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“Everything at IRA Club is designed to make investing in alternatives easier.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nuview Trust Companynuviewtrust.com HQ: Longwood, FL, United StatesReported employees: 11-50 | Longwood, FL, United States | 11-50 | Exact match | 18 contacts → |
“NuView IRA provides administrative services and processing on behalf of NuView Trust Company.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mainstar Trustmainstartrust.com HQ: Onaga, KS, United StatesReported employees: 51-200 | Onaga, KS, United States | 51-200 | Exact match | 17 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Irar Trust Companyiraresources.com HQ: Walnut Creek, CA, United StatesReported employees: 11-50 | Walnut Creek, CA, United States | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Accuplan Benefits Servicesaccuplan.net HQ: South Jordan, UT, United StatesReported employees: 11-50 | South Jordan, UT, United States | 11-50 | Exact match | 14 contacts → |
“We are experts in self directed 401k, silver IRAs, gold IRA investing and account administration.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Digital Trustdigitaltrust.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 13 contacts → |
“Digital Trust, the trust company for a digital era, offers a technology-driven approach to self-directed retirement accounts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Iplangroupiplangroup.com HQ: Westlake, OH, United StatesReported employees: 11-50 | Westlake, OH, United States | 11-50 | Exact match | 13 contacts → |
“As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Midatlantic Ira, LLCmidatlanticira.com HQ: Frederick, MD, United StatesReported employees: 1-10 | Frederick, MD, United States | 1-10 | Exact match | 11 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Udirect IRA Servicesudirectira.com HQ: Irvine, CA, United StatesReported employees: 11-50 | Irvine, CA, United States | 11-50 | Exact match | 10 contacts → |
“At uDirect IRA Services, the investments in your retirement account can be self-directed by "U".” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vault Metalvaultmetal.com HQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | IRA Innovationsirainnovations.com HQ: Birmingham, AL, United StatesReported employees: 1-10 | Birmingham, AL, United States | 1-10 | Exact match | 6 contacts → |
“IRA Innovations is a leading provider of record keeping and administration services for self-directed retirement accounts.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mysolo401k MY Solo 401k Financial LLCmysolo401k.net HQ: Carlsbad, CA, United StatesReported employees: 1-10 | Carlsbad, CA, United States | 1-10 | Exact match | 6 contacts → |
“We help our clients take control of their retirement money.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Entrust Trust Companytetctrust.com HQ: Nashville, TN, United StatesReported employees: 1-10 | Nashville, TN, United States | 1-10 | Exact match | 5 contacts → |
“The Entrust Trust Company is a company based out of 3200 W END AVE, Nashville, Tennessee, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Horizons Financial Grouphorizonsfinancial.com HQ: Birmingham, AL, United StatesReported employees: 1-10 | Birmingham, AL, United States | 1-10 | Exact match | 5 contacts → |
“We assist clients with personalized, individually tailored solutions to managing your IRA, SEP, or taxable account(s).” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Desert Capital Management Groupdsrtcptl.com HQ: Hermosa Beach, CA, United StatesReported employees: 1-10 | Hermosa Beach, CA, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 45 company matches
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Roth ira custodians: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
45 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for roth ira custodians?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many roth ira custodians did RevenueBase find based in the United States?
The saved snapshot records 45 matching company records, 781 tracked contacts and 361 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 roth ira custodians based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/roth-ira-custodians/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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