# AdvisorIQ (remote · mcp.advisoriq.com)

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

- Trust score: 80/100 (high trust)
- Change this week: +4
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-11-05

## Components

- remote · `mcp.advisoriq.com`: 80/100 (this document), [markdown](https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp.md), [page](https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp)

## Channel facts

- Endpoint: `https://mcp.advisoriq.com`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.2.1`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-11-05.

- **Endpoint Security**: 63/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS check failed: the endpoint is reachable over plaintext HTTP.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 71/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 2202 tokens (~169/item across 13 items; 13 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 97/100
  - Stability observed for 29 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 13 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 14 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a current MCP spec version (2026-07-28).

## Install

### How do I install the AdvisorIQ MCP server?

AdvisorIQ is a hosted endpoint at https://mcp.advisoriq.com/, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

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

### Cursor

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

### VS Code

```json
{
  "servers": {
    "com-advisoriq-advisoriq": {
      "type": "http",
      "url": "https://mcp.advisoriq.com/"
    }
  }
}
```

### Codex

```toml
[mcp_servers.com-advisoriq-advisoriq]
url = "https://mcp.advisoriq.com/"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-advisoriq-advisoriq": {
      "type": "remote",
      "url": "https://mcp.advisoriq.com/",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-advisoriq-advisoriq --url 'https://mcp.advisoriq.com/' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-advisoriq-advisoriq:
    url: "https://mcp.advisoriq.com/"
```

### Netclaw

```json
{
  "McpServers": {
    "com-advisoriq-advisoriq": {
      "Transport": "http",
      "Url": "https://mcp.advisoriq.com/"
    }
  }
}
```

### Vellum

```bash
assistant mcp add com-advisoriq-advisoriq -t streamable-http -u 'https://mcp.advisoriq.com/'
```

### Other

```json
{
  "mcpServers": {
    "com-advisoriq-advisoriq": {
      "type": "http",
      "url": "https://mcp.advisoriq.com/"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-11-05 (score 80, +1)

No change was recorded against any check on this day. Stability & Change Management went from 93 to 97. That category is still filling its 30-day observation window: 28 days of observed history at the previous scan, 29 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-03 (score 79, +1)

No change was recorded against any check on this day. Stability & Change Management went from 87 to 90. That category is still filling its 30-day observation window: 26 days of observed history at the previous scan, 27 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-11-01 (score 78, +1)

No change was recorded against any check on this day. Stability & Change Management went from 80 to 83. That category is still filling its 30-day observation window: 24 days of observed history at the previous scan, 25 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-30 (score 77, +1)

No change was recorded against any check on this day. Stability & Change Management went from 73 to 77. That category is still filling its 30-day observation window: 22 days of observed history at the previous scan, 23 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-28 (score 76, +1)

No change was recorded against any check on this day. Stability & Change Management went from 67 to 70. That category is still filling its 30-day observation window: 20 days of observed history at the previous scan, 21 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-26 (score 75, +1)

No change was recorded against any check on this day. Stability & Change Management went from 60 to 63. That category is still filling its 30-day observation window: 18 days of observed history at the previous scan, 19 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-24 (score 74, +1)

No change was recorded against any check on this day. Stability & Change Management went from 53 to 57. That category is still filling its 30-day observation window: 16 days of observed history at the previous scan, 17 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-10-21 (score 73, +1)

No change was recorded against any check on this day. Stability & Change Management went from 43 to 47. That category is still filling its 30-day observation window: 13 days of observed history at the previous scan, 14 at this one. The score rises as the window fills, whether or not the server changes.

## MCP tools (13)

### `ce_requirements` (~300 tokens)

CE requirements for a designation

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 checked, plus the questions still open. Designations: CFP, CIMA, CPWA, RMA, CIMC, CFA, The American College's ChFC, CLU, RICP, CAP, CASL, ChSNC, CLF, FSCP, TPCP, WMCP and DAFCP, IAR (state IAR CE; use iar_ce_state for one state), or FINRA (registered representatives; MQP for FINRA's Maintaining Qualifications Program). IWI returns CIMA, CPWA, RMA and CIMC together; American College returns all of The College's designations; FINRA's guide key returns FINRA and MQP. FINRA's Regulatory Element has no hour count: its answer has measure "assigned" and no total, never a number of hours. Refuses when the rule is not confirmed; never guesses.

Input parameters:

- `designation` (string, required): CFP, CIMA, CPWA, RMA, CIMC, CFA, ChFC, CLU, RICP (or another American College designation), IAR, FINRA, MQP, IWI or American College

### `ce_calculate` (~228 tokens)

Calculate CE owed

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": "2027-06"} for a CFP cycle ending June 2027, or a full YYYY-MM-DD date; an American College period always ends December 31). IAR needs the state where the advisor is registered. FINRA is not calculated: its Regulatory Element is assigned content with no hour count (use ce_requirements). A line whose rule is not confirmed is refused, not estimated.

Input parameters:

- `designations` (array, required): Designation codes, e.g. ["CFP", "IAR"]
- `period_ends` (object): Cycle end per designation code, YYYY-MM or YYYY-MM-DD
- `state` (string): Two-letter code or name of the state of IAR registration

### `iar_ce_state` (~92 tokens)

IAR CE in one 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 confirmed.

Input parameters:

- `state` (string, required): Two-letter code or name, e.g. CA or California

### `iar_ce_states` (~66 tokens)

IAR CE in every state

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` (~144 tokens)

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 (FINRA registered representatives), 13f (13F filers), private_funds (private fund advisers). Deadlines not yet confirmed are withheld and counted.

Input parameters:

- `applies_to` (array): Audiences; any match
- `from` (string): YYYY-MM-DD, default today (Eastern)
- `to` (string): YYYY-MM-DD, default one year after from

### `upcoming_webinars` (~109 tokens)

Upcoming AdvisorIQ 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.

Input parameters:

- `credit` (string): CFP, IWI, CFA or IAR
- `topic` (string): Topic name or slug, e.g. tax planning

### `replays` (~60 tokens)

AdvisorIQ 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.

Input parameters:

- `topic` (string): Topic name or slug

### `search_research` (~48 tokens)

Search AdvisorIQ research

Published AdvisorIQ research articles matching words in the title, summary or text, newest first. Then get_article with a slug to read one.

Input parameters:

- `q` (string, required): Words to search for

### `get_article` (~53 tokens)

Read an AdvisorIQ article

One published AdvisorIQ research article in full (markdown), with its author, dates and address. Takes the slug or the article's URL.

Input parameters:

- `slug` (string, required): The article slug or its advisoriq.com URL

### `search_ria_firms` (~255 tokens)

Find an RIA firm

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, state, registration, regulatory assets under management and its AdvisorIQ page. Set include_bd_affiliated to also search broker-dealer affiliated wealth firms such as the wirehouses. Asset managers, private fund managers and pension consultants are not in the directory. Use it to get the CRD for get_ria_firm. Firm-level data only: it never returns individual advisers.

Input parameters:

- `include_bd_affiliated` (boolean): Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs
- `query` (string, required): Part of the firm name, a CRD number, an SEC number (801-12345), or a city
- `state` (string): Optional: two-letter code or name of the firm's state, e.g. TX or Texas

### `get_ria_firm` (~243 tokens)

One RIA firm's profile

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, custody, whether it reported disclosures, growth over 1, 3 and 5 years, its national and state ranks among independent RIAs, and its yearly history from the SEC's files. A broker-dealer affiliated wealth firm (a wirehouse, a broker-dealer's advisory arm, a bank's) is returned only with include_bd_affiliated, ranked among all wealth firms. Asset managers and other firms outside wealth management are not in the directory. One firm per call; find the CRD with search_ria_firms.

Input parameters:

- `crd` (integer|string, required): The firm's Organization CRD number, or its AdvisorIQ page URL
- `include_bd_affiliated` (boolean): Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs

### `ria_rankings` (~218 tokens)

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, the starting value. Set include_bd_affiliated for the ranking of all wealth firms, wirehouses and other broker-dealer affiliated firms included. An unknown metric returns the list of rankings.

Input parameters:

- `include_bd_affiliated` (boolean): Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs
- `limit` (integer): How many firms, 1 to 100, default 25
- `metric` (string, required): Ranking slug or name, e.g. largest
- `state` (string): Optional: two-letter code or name for the ranking within one state

### `ria_market_stats` (~200 tokens)

RIA market data

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 latest snapshot and, for SEC-registered firms (the history), the one a year earlier. Segment narrows it: all (default, SEC and state registered), sec or state. Set include_bd_affiliated for all wealth firms, wirehouses and other broker-dealer affiliated firms included.

Input parameters:

- `include_bd_affiliated` (boolean): Optional, default false: also cover broker-dealer affiliated wealth firms (wirehouses, broker-dealers and their advisory arms, banks), which AdvisorIQ lists apart from independent RIAs
- `scope` (string): US (default), or a state's two-letter code or name
- `segment` (string): Default all

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp#diagnostics

## Score history

- 2026-11-05: 80
- 2026-11-04: 79
- 2026-11-03: 79
- 2026-11-02: 78
- 2026-11-01: 78
- 2026-10-31: 77
- 2026-10-30: 77
- 2026-10-29: 76
- 2026-10-28: 76
- 2026-10-27: 75
- 2026-10-26: 75
- 2026-10-25: 74
- 2026-10-24: 74
- 2026-10-23: 73
- 2026-10-22: 73
- 2026-10-21: 73
- 2026-10-20: 72
- 2026-10-19: 72
- 2026-10-18: 71
- 2026-10-17: 71
- 2026-10-16: 70
- 2026-10-15: 70
- 2026-10-14: 69
- 2026-10-13: 69
- 2026-10-12: 68
- 2026-10-11: 68
- 2026-10-10: 67
- 2026-10-08: 66

## Common questions

### What is the AdvisorIQ MCP server?

AdvisorIQ is an MCP server listed in the public MCP registry as com.advisoriq/advisoriq. CE rules for US advisors by designation and state, plus independent wealth RIA data, with sources. This page covers its hosted endpoint (https://mcp.advisoriq.com).

### Is the AdvisorIQ MCP server safe to use?

AdvisorIQ scores 80 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the AdvisorIQ MCP server expose?

AdvisorIQ exposes 13 tools: ce_requirements, ce_calculate, iar_ce_state, iar_ce_states, compliance_deadlines, and 8 more. Their descriptions and schemas cost roughly 2,016 tokens of context every time the server is loaded.

### Does the AdvisorIQ MCP server require authentication?

No. We connected to AdvisorIQ without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.

### Is the AdvisorIQ MCP server still maintained?

AdvisorIQ is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://mcp.advisoriq.com/
- Website: https://advisoriq.com/
- Changelog RSS feed: https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp.json
- HTML version of this page: https://verifymcp.io/servers/com-advisoriq-advisoriq/mcp