AdvisorIQ

com.advisoriqv0.2.0Updated Oct 6, 2026

CE requirements for US advisors by designation and state, and data on every US RIA, with sources.

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Gives an assistant access to US advisor continuing-education requirements by designation and state, plus data on US registered investment advisers.

What it does
AdvisorIQ is a remote MCP server that supplies US financial-adviser reference data. According to its registry description, it covers continuing-education requirements for US advisors broken out by designation and state, and provides data on every US RIA, with sources cited. No individual tools are listed in the manifest, so the exact operations available are not documented here.
When to use it
Worth adding when an assistant needs to look up US adviser CE obligations by designation or state, or to reference registered investment adviser information during research or compliance-oriented work.
Requirements
A remote streamable HTTP endpoint at mcp.advisoriq.com; no local package or runtime is needed. The manifest declares no authentication, environment variables, or headers, so no credentials appear to be required.
Before you install
The manifest declares no authentication and no credentials, and no tools are listed, so what the server can read or change cannot be verified from this listing. Treat any returned adviser data as reference material and confirm it against primary sources before relying on it.

Installation

In SourceWeft

  1. Open AdvisorIQ in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

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

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v0.2.0LatestOct 6, 2026