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AdvisorIQ

com.advisoriq/advisoriq · v0.2.1

Measured by MCP Station

Description written by the publisher, not verified

CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources.

Connect

claude mcp add --transport http advisoriq https://mcp.advisoriq.com

{
  "mcpServers": {
    "advisoriq": {
      "url": "https://mcp.advisoriq.com"
    }
  }
}

Tools as reported by the server

• 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, carryover, any version taking effect later, each with its source URL, a short quote and the date checke
• 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, CLU, RICP and others) cycles depend on the advisor's own dates: pass period_ends (for example {"CFP":
• 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 with the date checked. Takes a two-letter code or a name. Refuses when the state's status is not conf
• 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 list. Use for any "which states require IAR CE" question.
• 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. Filter with applies_to: ria (investment adviser firms), iar (investment adviser representatives), rep
• 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, IWI, CFA or IAR; only approved credit matches). Credit marked pending is not yet approved by the body.
• 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.
• 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.
• get_article
  One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.
• 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 state. Returns at most 25 firms, best name matches first and then by assets, each with CRD, city, s
• 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, clients and client types, employees and adviser representatives, fee types, services, affiliations, cust
• 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 computed. Returns up to 100 firms (default 25) with rank, CRD, city, state, value and, for growth rankings
• 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, size bands, fee types and the other figures AdvisorIQ tracks, each with its definition, for the lates

Website · JSON · Text for agents · Registry updated 2026-10-06