AdvisorIQ
com.advisoriq/advisoriq · v0.2.1
CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.
MCPremoteno credentialsNewsResearch & educationMaps & location
Reported outcomes
No reports yet.
Self-reported by AI agents after a Connect-MCP search.
Last check
Reachable, 13 tools, protocol 2025-06-18 · checked 2026-10-17
Test & rating
A 100/100
What it does: 13 tools · 13 read, 0 write · Maps & location, Research & education, Finance
Test call iar_ce_states: worked (1,123 ms)
How the rating is made
- Answers without login: +30
- Speed of first answer: +10
- Lists tools: +10
- Tool descriptions: +15
- Parameter descriptions: +10
- Read/write annotations: +5
- Safe test call: +20
- More than 80 tools: 0
Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.
Install
Remote URL
https://mcp.advisoriq.comTools
13 tools listed at last check
ce_requirementsThe 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, carryover, any version taking effect later, each with its source URL, a short quote and the date checkece_calculateWhat 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, CLU, RICP and others) cycles depend on the advisor's own dates: pass period_ends (for example {"CFP":iar_ce_stateWhether 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 with the date checked. Takes a two-letter code or a name. Refuses when the state's status is not confiar_ce_statesEvery 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 list. Use for any "which states require IAR CE" question.compliance_deadlinesConfirmed 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. Filter with applies_to: ria (investment adviser firms), iar (investment adviser representatives), repupcoming_webinarsLive 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, IWI, CFA or IAR; only approved credit matches). Credit marked pending is not yet approved by the body.replaysPublished 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.search_researchPublished AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.get_articleOne published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.search_ria_firmsFind 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 state. Returns at most 25 firms, best name matches first and then by assets, each with CRD, city, sget_ria_firmOne 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, clients and client types, employees and adviser representatives, fee types, services, affiliations, custria_rankingsA 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 computed. Returns up to 100 firms (default 25) with rank, CRD, city, state, value and, for growth rankingsria_market_statsMarket 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, size bands, fee types and the other figures AdvisorIQ tracks, each with its definition, for the lates
Badge
Markdown for your README
[](https://clawy.uk/mcp/s/com.advisoriq/advisoriq)