← Tributary

BISHOP & ASSOCIATES INC

PHILADELPHIA, PA · CRD 105257 · IAPD ↗ · bishop-associates.com · 215-568-5450

$106.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BISHOP & ASSOCIATES INC (PHILADELPHIA, PA) left the SEC roster (was $106.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
75
June 2025 — BISHOP & ASSOCIATES INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.