AdvisorIQ MCP server

• Registry namecom.advisoriq/advisoriqverified in the MCP registry

The registry name sits under advisoriq.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

• Stateanswerschecked 2026-10-24
• Tools13
• Server calls itselfadvisoriq
• Server version0.2.1
• Protocol version2025-06-18

On 2026-10-24 the server answered initialize and tools/list without a sign-in. First answer in 59 ms.

• Its tools do every use case we checked: find webinars that count toward continuing education; check state IAR CE hours and deadlines.
• Checked on 5 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 5 so far
• What an agent can do with it2 of 2 use cases
• Answeredmeasuring5 of the 7 daily checks it takes to print a share
• Median first answer63 ms
• Space in an agent's context≈ 2,664 tokensthe definitions of all its tools (13), which an agent carries on every turn
• Tool definitionsA · 100 of 100
• Typed results0 of 13 toolsdeclared outputSchema: results come typed, read once

• Every tool passes all six checks.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…

• 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…