CLEARWATER, Fla., June 30, 2026–(BUSINESS WIRE)–Advanta IRA, a leading self-directed retirement plan administrator, has surpassed $4 billion in assets under custody (AUC), marking a major milestone for the company and the self-directed investing industry.
Founded in 2003, Advanta IRA has spent more than two decades helping investors use self-directed retirement accounts to invest beyond traditional stocks, bonds, and mutual funds. The company recently expanded its capabilities with the launch of Advanta Trust Company, a nationally chartered trust company created to further support Advanta IRA clients investing in alternative assets through tax-advantaged retirement plans.
The milestone comes as more investors seek access to assets such as real estate, private lending, private placements, cryptocurrency, precious metals, and other alternative investments through tax-advantaged retirement accounts. As investors look for greater diversification and access to private markets, self-directed retirement accounts have become an increasingly popular way to build long-term wealth.
“Reaching $4 billion in assets under custody is an exciting milestone for our company,” said Scott Maurer, Vice President of Sales. “More importantly, it reflects the trust our clients place in us every day. For more than 20 years, we’ve focused on helping investors understand their options and gain access to opportunities they may not realize can be held inside a retirement account.”
Advanta IRA attributes its growth to investor education, personalized service, and a commitment to helping account holders navigate the rules governing self-directed retirement plans. Through webinars, articles, podcasts, and one-on-one support, the company helps investors better understand the opportunities and responsibilities that come with self-directed investing. The company’s client-focused approach has also helped drive organic growth as approximately 80% of new business comes from client and professional referrals.
“Education has always been at the center of what we do,” Maurer said. “Our role is to provide the resources, support, and administrative services investors need to make informed decisions. We believe investors should understand their options and have the freedom to pursue investments that align with their goals.”
As demand for alternative investments continues to evolve, Advanta IRA remains focused on providing education, administrative support, and access to a broader range of investment opportunities within retirement accounts.