How to Get Investment Adviser Information in Excel

Get investment adviser information directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

No VBA/Macros Required
Microsoft Certified Add-in
2-Minute Setup
EXCEL FORMULA
=FDN("InvestmentAdviserInformation", "BLACKROCK INVESTMENT MANAGEMENT, LLC", "", 2)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMN
1legal_nameprimary_business_namecentral_index_keylei_numberform_of_businessfiscal_year_endstate_of_incorporationcountry_of_incorporationoffice_addressoffice_phone_numberwebsitenumber_of_employeesassets_under_managementnumber_of_accounts
2BLACKROCK INVESTMENT MANAGEMENT, LLCBLACKROCK INVESTMENT MANAGEMENT, LLC5493006MRTEZZ4S4CQ20Limited Liability CompanyDecemberDEUnited States1 UNIVERSITY SQUARE DRIVE, , PRINCETON, NJ 08540, UNITED STATES609 282 2000https://www.blackrock.com1589676692676752.053959
AB
1legal_nameBLACKROCK INVESTMENT MANAGEMENT, LLC
2primary_business_nameBLACKROCK INVESTMENT MANAGEMENT, LLC
3central_index_key
4lei_number5493006MRTEZZ4S4CQ20
5form_of_businessLimited Liability Company
6fiscal_year_endDecember
7state_of_incorporationDE
8country_of_incorporationUnited States
9office_address1 UNIVERSITY SQUARE DRIVE, , PRINCETON, NJ 08540, UNITED STATES
10office_phone_number609 282 2000
11websitehttps://www.blackrock.com
12number_of_employees1589
13assets_under_management676692676752.0
14number_of_accounts53959
Our Excel add-in provides valuable information about registered investment advisers, including the value of assets under management, number of accounts, contact details, etc. The data covers over 15,000 registered investment advisers, with most of them managing $25 million or more in client assets.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "InvestmentAdviserInformation".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

Install the Excel Add-in

Access 80+ financial datasets directly in Excel using simple formulas.

Install via AppSource
Compatible with Office 365 and Excel for Web
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