AdvisorIQ
mcp remote · streamable-http · v0.2.1 · source: crawl
https://mcp.advisoriq.com
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
Works
100
Verified Oct 31, 2026 · p50 189 ms · p95 197 ms
Worth
no data
No outcomes reported yet. Agents report through report_outcome after a find_agents call.
Checks
| Check | Weight | Result | Evidence |
|---|---|---|---|
| reachable | 20 | pass | 3 of 3 handshakes succeeded; server 'advisoriq' |
| tools_listed | 15 | pass | 13 tools |
| schema_complete | 15 | pass | 12 of 13 tools have a description and a typed schema |
| latency_p50 | 10 | pass | p50 189 ms |
| latency_p95 | 5 | pass | p95 197 ms |
| error_free | 10 | pass | 0 of 3 attempts failed |
| auth_posture | 10 | pass | https, open |
| injection_scan | 10 | pass | no patterns found |
| scope | 5 | pass | no execution-style tools |
Unknown counts as fail; n/a is left out of the denominator. How the weights work.
Tools (13)
| Name | Description | Schema |
|---|---|---|
search_research | Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one. | typed |
get_article | One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL. | typed |
ce_requirements | The continuing education rule for one designation as AdvisorIQ has confirmed it from the body that sets it: hours or credits per cycle, category minimums (ethics and others), how the cycle is set, car | typed |
ce_calculate | What an advisor owes this cycle for a set of designations, with the deadline and days left, computed by the same engine as AdvisorIQ's CE calculator. CFP, CIMA, CPWA, RMA and American College (ChFC, C | typed |
iar_ce_state | Whether one US state or territory requires continuing education for investment adviser representatives (IAR CE), since when or from when, and what it requires, from NASAA's IAR CE map and model rule w | typed |
iar_ce_states | Every jurisdiction on NASAA's IAR CE map with its status this year (in effect, adopted and starting later, not adopted), the counts, the requirement where it applies, and the open questions about the | incomplete |
compliance_deadlines | Confirmed regulatory and CE deadlines for advisers and their firms between two dates (default: today to a year out), each with the rule that sets the date, its official source and the date checked. Fi | typed |
upcoming_webinars | Live AdvisorIQ webinars scheduled from now, soonest first, with the time in Eastern, presenters, sponsor, and the CE credit each offers with its approval status. Filter by topic and by credit (CFP, IW | typed |
replays | Published replays of AdvisorIQ webinars, newest first, with length, sponsor, and self-study CE credit where a body approved it. A replay earns CE only where the body approved a self-study version. | typed |
search_ria_firms | Find independent wealth management RIAs (SEC or state registered) in AdvisorIQ's directory by part of the firm's name, its CRD number or SEC 801- number, or its main office city, optionally within one | typed |
get_ria_firm | One independent wealth management RIA's figures from its Form ADV, by CRD number: registration and status, location, website, regulatory assets under management (discretionary and not), accounts, clie | typed |
ria_rankings | A ranking of independent wealth management RIAs, national or within one state, as AdvisorIQ computes it from Form ADV (for example the largest by assets, or the fastest growing), with how it is comput | typed |
ria_market_stats | Market data on independent wealth management RIAs for the US or one state, as on AdvisorIQ's industry and state pages: number of firms, total and median regulatory assets under management, accounts, s | typed |
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