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SMITHBRIDGE ASSET MANAGEMENT, INC.

CHADDS FORD, PA · CRD 106261 · IAPD ↗ · 610-361-9141

$830.7MRegulatory AUM
6Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — SMITHBRIDGE ASSET MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2025 — SMITHBRIDGE ASSET MANAGEMENT, INC. notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SMITHBRIDGE ASSET MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — SMITHBRIDGE ASSET MANAGEMENT, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
February 2025 — SMITHBRIDGE ASSET MANAGEMENT, INC. notice-filed in SC, UT, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — SMITHBRIDGE ASSET MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — SMITHBRIDGE ASSET MANAGEMENT, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
51
March 2024 — SMITHBRIDGE ASSET MANAGEMENT, INC. notice-filed in AZ, MO, NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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