RIA Intel›Advisers›Vermont›POCHOP FINANCIAL MANAGEMENT, INC.

POCHOP FINANCIAL MANAGEMENT, INC.

Advisory

SOUTH BURLINGTON, VT

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in VT
#51
of 52 advisers by AUM
Average account
$218K
across 170 accounts
AUM per adviser
$37M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$37M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNY, VT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VT

Closest by assets under management. All figures from Form ADV.

AFS WEALTH MANAGEMENT LLC
CHESTER, VT
$40M
THE ALCHEMIST FUND, LLC
$31M
MATRIX GROUP OF FUNDS, LLC
MANCHESTER CENTER, VT
$30M
-24.7% 1Y
ABSOLUTE RETURN ADVISORS, LTD.
MANCHESTER CENTER, VT
$29M
-3.9% 1Y
GREENHILL FINANCIAL PARTNERS LLC
RUTLAND, VT
$27M
GALLAGHER FLYNN FINANCIAL ADVISORS LLC
SOUTH BURLINGTON, VT
$48M
-3.0% 1Y

Get the full picture on POCHOP FINANCIAL MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track POCHOP FINANCIAL MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans