AdvisorIQ

Name: AdvisorIQ
Author: com.advisoriq

MCP serverMCP

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

by com.advisoriqhomepage ↗v0.2.1

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Evidence

Everything here was measured by our prober or read from a registry. Nothing is self-reported.

30-day availability62/62 checks ok

when	check	result	http	latency	detail
3 h ago	mcp initialize	ok	200	19 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
10 h ago	mcp initialize	ok	200	38 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
17 h ago	mcp initialize	ok	200	30 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
25 h ago	mcp initialize	ok	200	24 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
32 h ago	mcp initialize	ok	200	23 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
2 d ago	mcp initialize	ok	200	28 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
2 d ago	mcp initialize	ok	200	44 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
2 d ago	mcp initialize	ok	200	11 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
2 d ago	mcp initialize	ok	200	63 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools
3 d ago	mcp initialize	ok	200	134 ms	server advisoriq 0.2.1 · protocol 2025-06-18 · 13 tools

Tools observed via MCP handshake

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 (ethic
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,
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,
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 ap
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
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
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
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
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
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
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 regulat

Declared by sources

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No long description beyond the summary.

kind Official MCP Registry

name Official MCP Registry

summary Official MCP Registry

version Official MCP Registry

description Official MCP Registry

homepageUrl Official MCP Registry

publisherName Official MCP Registry

Provenance

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Official MCP Registrycom.advisoriq/advisoriq

first seen 17 d ago · fetched 30 h agoopen ↗

Field history (6 recent events)

17 d ago · declared · summary → "CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources."
17 d ago · declared · description → "CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources."
17 d ago · declared · publisherName → "com.advisoriq"
17 d ago · declared · homepageUrl → "https://advisoriq.com"
17 d ago · declared · version → "0.2.1"
17 d ago · declared · protocols → ["mcp"]

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