    servers/
        design/
        advisoriq
  

AD

AdvisorIQ

Unverified Claim & verify → Design

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

Visit website ↗ Try Remote Server

Overview Installation

Overview

AdvisorIQ is an MCP server that provides continuing education rules for US financial advisors organized by professional designation and state, along with independent wealth RIA data complete with sources. Rather than toggling between separate tools and platforms, you can query this information directly through your AI assistant using callable tools.

The server runs as a remote endpoint at https://mcp.advisoriq.com with no local installation required and no authentication needed. Version v0.2.1 is the latest release available.

AdvisorIQ is listed in the Design category on mcp.site and works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server for advisoriq.com, you can claim this listing to verify ownership and keep the information up to date.

▸Hosted endpoint — Streamable HTTP · https://mcp.advisoriq.com

Installation

Settings → Connectors → Add custom connector
Name: AdvisorIQ
URL:  https://mcp.advisoriq.com

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