#1 Rated Self-directed IRA Company

Manage Your Future Like a Boss With the Solo 401(k)

This powerful retirement plan gives self-employed investors control, compliance, and flexibility without hidden fees or investment restrictions.

#1 Rated Self-directed IRA Company

Manage Your Future Like a Boss With the Solo 401(k)

Discover why clients from all 50 states have entrusted us to be the custodian of 409,0000 accounts.**

Discover why more investors choose Equity Trust.

Best Self-Directed IRA Company


2020 - 2025

Best Self-Directed IRA for Private Equity,


Precious Metals 2024

BBB Rating: A+

Discover why more investors

choose Equity Trust.

Your Solo 401(k) Has Nearly Endless Investment Options.

REAL ESTATE

Predictable, versatile investments that fuel

your passions.

STOCKS & BONDS

Invest in publicly traded assets such as stocks, bonds, and mutual

funds.

PROMISSORY NOTES

A hands-off investment with steady profit

potential.

PRIVATE ENTITIES

Unleash your inner venture capitalist with your retirement account.

CRYPTOCURRENCY

Emerging asset backed

by specialized service

and a state-of-the-art

latform.

Your Solo 401(k) Has Nearly Endless Investment Options

REAL ESTATE

Predictable, versatile investments that

fuel your passions.

STOCKS & BONDS

Invest in publicly traded assets such as stocks, bonds, and mutual funds.

PROMISSORY NOTES

A hands-off investment with steady profit potential.

PRIVATE ENTITIES

Unleash your inner venture capitalist with your retirement account.

CRYPTOCURRENCY

Emerging asset backed by specialized service and a state-of-the-art platform.

Getting Started is Easy

It’s as simple as 1-2-3. Open and fund your new 
self-directed IRA, then start investing in the almost 
endless possibilities.

Getting Started is Easy

It’s as simple as 1-2-3. Open and fund your new 
self-directed IRA, then start investing in the almost 
endless possibilities.

Discover why the Equity Solo 401(k) is a superior plan for business owners.

Invest in almost anything

From publicly traded assets like stocks and bonds to alternative investments like real estate, crypto, and beyond.

Ultimate convenience

Simplify your life and keep everything in one place… And never miss out on an investment opportunity again because you have to transfer money between different custodians!

Increased diversification

With easy access to both public and alternative assets, you can hedge against market volatility and tap into higher growth potential.

Effortless management

Move your money between different types of investments and maximize your growth potential without the headache.

Assets

Assets Under Custody

and Administration**

Transactions

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

Assets

Assets Under Custody

and Administration**

412,000

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

Assets

Assets Under Custody

and Administration**

Transactions

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

Maximize Your Retirement with the Universal IRA

Invest in almost anything

From publicly traded assets like stocks and bonds to alternative investments like real estate, crypto, and beyond.

Ultimate convenience

Simplify your life and keep everything in one place… And never miss out on an investment opportunity again because you have to transfer money between different custodians!

Increased diversification

With easy access to both public and alternative assets, you can hedge against market volatility and tap into higher growth potential.

Effortless management

Move your money between different types of investments and maximize your growth potential without the headache.

Assets

Assets Under Custody

and Administration**

412,000

Accounts Under Custody

and Administration**

Years

Years in Financial

Services*

Now’s the Time to Get Set Up

Whether or not you have an investment in mind, we’ll help you set up and fund your account so you’re ready to direct your funds when you find an opportunity that fits your financial goals.

Now’s the Time to Get Set Up

Whether or not you have an investment in mind, we’ll help you set up and fund your account so you’re ready to direct your funds when you find an opportunity that fits your financial goals.

Download your Free Self-Directed IRA Guide and schedule a one-on-one session with an IRA Counselor.

Let’s talk about your financial future

Download your Free Self-Directed IRA Guide and schedule a one-on-one session with an IRA Counselor.

Equity Private Client Group provides dedicated Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide, tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

*Founded in 1974 | Self-Directed IRA Custodian since 1983. 
The predecessor business to Equity Trust Company was established 
in 1974 and the IRA approved as a custodian in 1983. **Assets and accounts under custody and administration as of 3/31/25.

1 Equity Way | Westlake, OH 44145

©2025 Equity Private Client Group. All rights reserved.

Equity Private Client Group provides dedicated Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide, tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

*Founded in 1974 | Self-Directed IRA Custodian since 1983. 
The predecessor business to Equity Trust Company was established 
in 1974 and the IRA approved as a custodian in 1983. **Assets and accounts under custody and administration as of 3/31/25.

1 Equity Way | Westlake, OH 44145

©2025 Equity Private Client Group. All rights reserved.