com.advisoriq/advisoriq

up checked 2026-11-10T23:37:26.933Z

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Publisher-provided title

AdvisorIQ

Publisher-provided description

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

Summary by lookupd

Look up CE rules, compliance deadlines, IAR CE state requirements, RIA firm data and rankings, plus research articles and webinars.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add advisoriq --url https://mcp.advisoriq.com

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (13 tools)

Publisher-provided text

• 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

Details

• Version: 0.2.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 222 ms
• First indexed: 2026-11-01T08:52:41.750Z
• Last seen in registry: 2026-11-01T08:52:41.759Z
• Website: https://advisoriq.com

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