The Complete List of Advisors for Your Self Directed IRA Services

 

self directed ira advisors

 

The most complete Self-Directed IRA advisor list online is now available for public use.

Self-Directed IRAs are a great tool for investors who want to make the most of their retirement account. The investment choices are virtually limitless. Self-directed IRAs can be very flexible, but this does not mean that these virtually limitless investment choices are easy to set up or maintain. While some investments are simple to complete, others are much more complex.

We have found that many investors do not feel comfortable with self directed IRAs without the assistance of a professional advisor. There are other investors that are very familiar with self directed IRAs, but they just don't have the time to do it themselves. Both of these types of investors need the assistance from a professional. It is important that investors ensure their investment does not create a prohibited transaction initially or beyond the initial investment.

The US Government and Department of Labor are frequently updating the tax code, rules, and regulations. Even if you are an experienced investor with self-directed IRAs, there are many issues that may require an expert opinion. There are also many areas of the tax code that we would consider grey areas. These grey areas are not entirely clear due to a lack of case law to support one opinion over another one. In the case that your question falls into one of those grey areas, you may want to consult a professional for guidance.

Below is a list of attorneys, tax professionals, financial advisors, and related service professionals for investors who have a self directed IRA or 401k. We created this resource to help you find a licensed self directed IRA specialist who can address your self directed IRA related needs. Whether you have legal, tax, or financial advice related questions, these attorneys, tax professionals, and financial advisors have knowledge and experience with self directed IRAs.

This list is updated periodically, so if you feel a name should be on it that isn't, please let us know so we can improve this resource for you.

If you are looking for a List of Self-Directed IRA Custodians and Administrators, this is the most complete list available​.


The Complete List of Self Directed IRA Advisors

Attorneys, Accountants, and Financial Advisors Who Specialize in Self Directed IRAs

  • Attorney
  • Tax Professional
  • Related Services

Type

First Name

Last Name

Firm Name

Phone #

State

Website

Appraiser

John

O'Scanlon

Equity Valuation Associates

(808) 637-8480

HI

Appraiser

Lawrence 

Tepper

Ridge Gate Financial

(303) 779-6996

CO

View Website

Depository

First State Depository

(302) 765-2760

DE

Depository

Depository Trust Company of Delaware

(302) 765-3890

DE

Financial Advisor

Kirk

Chisholm

Innovative Advisory Group

(781) 218-2250

MA

Financial Advisor

Rajeev

Kotyan

Innovative Advisory Group

(781) 218-2250

MA

IRA Lender

Matt

Allen

North American Savings Bank

(866) 735-6272

MO

IRA Lender

Jeffrey

Fullerton

First Western Federal Savings Bank

(605) 341-1203

SD

This list is not a recommendation or an endorsement of any individuals or companies, rather it is a resource for investors to do additional research.