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

State

First Name

Last Name

Firm Name

Speciality

Phone #

Email

Website

AR

Chad

Oldham

Oldham Law Firm PLLC

Single Member LLC Advisor & Family Owned Entity Advisor

(870) 930-9919

AZ

Richard 

Keyt

Keyt Law LLC

Private Equity, Real Estate Law

(602) 906-4953

AZ

Ken

Koenen

Law Offices of Ken Koenen

Single Member LLC Advisor & Family Owned Entity Advisor

(925) 924-0100

AZ

Mark

Winsor

Winsor and Marco PLC

Real Estate, Investment Law, Business Law & Planning, Estate Planning, Asset Protection

(480) 505-7044

CA

Jeffrey

Hare

Jeffrey B. Hare Attorney at Law


(408) 279-3555

CA

Jeff  

Lerman

Lerman Law Partners LLP

(415) 454-0455

CA

Roger 

Poyner

Poyner & Poyner LLP

(408) 358-1900

CA

Anthony

Geraci

Geraci Law Firm

(949) 260-9156

CA

Amiram

Givon

GCA Law Partners LLP


(650) 428-3900

CA

James 

Busse

Law Offices of James A. Busse Jr

Single Member LLC Advisor & Family Owned Entity Advisor

(562) 490-4905

CA

Peter

Beach

Sheehan, Phinney, Bass & Green PA

(415) 888-2155

CA

William

Adams

Pundeff Adams

(619) 233-8200

CA

Roger

Royse

Royse Law Firm PC

Single Member LLC Advisor & Family Owned Entity Advisor

(650) 813-9700

CA

Mauricio

Rauld

Premier Law Group

Asset Placement, Checkbook IRA, Private Placements

(949) 296-7502

CA

Bradford

Dewan

Miller, Monson, Peshel, Polacek & Hoshaw

Single Member LLC Advisor & Family Owned Entity Advisor

(619) 239-7777

CA

Bryan

Holland

Law Office of Bryan Holland


(858) 451-0001

View Website

DC

Thomas

Kolb

Kolb & Associates

Business Corporations

(202) 904-2444

View Website

DC

Richard

Matta

Groom Law Group

Large IRAs, ERISA, Group Benefit Plans, Institutional Clients

(202) 861-5431

FL

Kevin

Pillion

Co-Executor LLC


(941) 914-6000

FL

Howard

Stross

Stross Law Firm P.A.

Commercial Real Estate/Investment Real Estate

(813) 852-6500

FL

Kristen

Lynch

Fowler White Burnett 
Attorneys At Law

Single Member LLC Advisor & Family Owned Entity Advisor

(954) 377-8190

GA

Ty

Jordan

Jordan Law Firm LLC


(404) 474-4033

IA

Bruce

Willey

Bruce Willey L.C.

(319) 390-5555 

View Website

IL

Matthew

Flamm

Flamm, TeiBloom & Stanko Ltd.

(312) 236-8400

View Website

IL

Jo Anne

Bruzgul

Bruzgul & Associates Ltd.

(312) 558-1850

IN

Eric

Harvey

HARVEY & ASSOCIATES, P.C.

Real Estate Development/ Investments

(317) 509-9480

View Website

IN

Jeffrey

Jinks

The Jinks Corporation

(317) 478-7534

MA

Richard

Wise

Richard L. Wise & Associates

(978) 594-0678

MA

Daniel

Greenberg

Daniel Greenberg Counselor at Law

Business Law, Commercial Real Estate

(978) 264-4770

View Website

MA

Kathryn

Windsor

McLaughlin & Quinn LLC

1031 Exchanges, Estate Planning

(617) 426-5877

MA

Sean

Hagan

Long Knight, PC

Estate Planning, Complex Tax Law

(617) 752-2654

MA

​Frank

Bridges

Heritage Design Law LLC

Single Member LLC & Family Owned Entity Advisor

(617) 630-5700 Ext 1 

MA

Natalie

Choate

Nutter

Estate planning, estates and trusts

(617) 439-2995

MA

Kathryn

Fryans

McLaughlin & Quinn LLC

1031 Exchanges, Tax Planning

(617) 426-5877

ME

Barry

Brown

Barry J. Brown Attorney

Tax Law

(207) 879-7000

ME

James

Houle

Berstein, Shur, Sawyer & Nelson


(207) 228-7268

MI

Daniel

Marsh

Daniel P. Marsh PLLC


(248) 687-1600

View Website

MI

Warren

Widmayer

Ferguson & Widmayer P.C.


(734) 662-0222

MI

George

Gregory

Law Offices of George W Gregory PLLC

Real Estate Tax Law, Private Equity Tax Law, General Tax Law

(248) 647-5700

NC

J. Scott

Dillon

Carruthers & Roth PA

(336) 478-1119

NC

Rick

Graves

Ascendor Wealth LLC


(910) 790-0122

NH

Raymond

D'Amante

D'Amante, Couser, Pellerin & Associates P.A.


(603) 224-6777

NH

John

Laboe

Laboe Associates PLLC


(603) 224-8700

NH

Bryan

Pellerin

D'Amante, Couser, Pellerin & Associates P.A.


(603) 224-6777

NJ

Jeff

Vandrew Jr

Vandrew LLC

Checkbook LLC, Bitcoin & Cryptocurrency, Estate and Tax Planning

(732) 703-7309

NY

Gerald

Wolf

​The Wolf Law Group P.C.A.



(516) 887-9653

NY

James

Rice

Rice Law Group

Single Member LLC Advisor & Family Owned Entity Advisor

(212) 744-0500

View Website

NY

Steven 

Cancro

Law Offices of Steven Cancro

Real Estate Law

(914) 969-6222

View Website

NY

Curtis

Dehm

The Dehm Law Firm P.C.


(585) 383-1860

NY

Shellie

Hart

Tax Law Office of Shellie H Hart Jr.

Retirement Planning, RE, Personal and Business Income Tax, & General Business Law

(877) 242-1542

NY

Alan

Kapson

Law Office of Alan Kapson


(718) 229-2400

View Website

OH

Gary

Gross

IRA Capital Partners LLC


(330) 576-6185

View Website

OH

Richard 

Arnold

Day Ketterer

Full Service Firm: Estate Planning, Real Estate Law, Business Law, etc

(330) 458-2017

OK

David 

Carpenter

Carpenter Law Office

(918) 298-1001

OR

Garry

Schnell

Lawstein Attorneys at Law

(503) 245-5240

PA

Peter

Gilbert

HighPoint Law Offices

(215) 997-9773

SD

Terry

Prendergast

Redstone Law Firm


(605) 444-2805

Email Me

TN

J. Anthony

Bradley

The Bradley Law Firm PLLC

(901) 682-2030

TX

Luke

Bailey

Strasburger & Price LLP


(214) 651-4572

UT

Matt

Sorensen

KKOS Lawyers

 

(435) 586-9366

Email Me

UT

Paul

Hess

Strong and Hanni Attorneys


(801) 532-7080

WA

Christie

Drakeley

Drakeley PLLC

401k Trusts and general tax law, Single Member LLC Advisor & Family Owned Entity Advisor

(206) 262-1040

WA

Richard 

Tizzano

Richard L. Tizzano Attorney

(360) 697-7132

WA

Warren

Baker

Fairview Law Group, PC

Estate Planning, Business Consulting, Self Directed IRA Consulting

(206) 753-0305

WA

George 

Smith

Smith & Zuccarinia

(425) 453-4455

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.