INDIVIDUAL MCP TOOL

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.

advisoriq.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://mcp.advisoriq.com

No auth detected

Connect to this endpoint to inspect the live schema for search_ria_firms and invoke it with your own arguments.

Indexed input schema

{}

Risk classification

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

Parent server

advisoriq.com

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.advisoriq]
url = "https://mcp.advisoriq.com"
enabled = true

Claude Code

.mcp.json

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

Claude Desktop

Settings → Connectors → Add custom connector

Name: advisoriq
Remote MCP URL: https://mcp.advisoriq.com

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

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

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "advisoriq",
  "transport": "streamable-http",
  "url": "https://mcp.advisoriq.com"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

Related tools

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 later, each with its source URL, a short quote and the date checked, plus the questions still open.
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.
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.
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.
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.
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.
search_research — Published AdvisorIQ research articles matching words in the title, summary or text, newest first.