State-registered independent wealth management RIA
Barlas O'Reilly Wealth Management, LLC
As of its Form ADV filed March 10, 2026, Barlas O'Reilly Wealth Management, LLC, a state-registered independent wealth management RIA in Tarpon Springs, Florida, reported $35.8 million in regulatory assets under management across 749 accounts, ranking #838 among independent RIAs in Florida by assets.
Registration
- Main office
- Tarpon Springs, FL
- Registration
- State-registered, Approved
- CRD number
- 298413
- SEC file number
- None (state-registered)
- Registered since
- October 22, 2018
- Latest Form ADV filing
- March 10, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $35.8 million
- Discretionary
- $35.8 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 749 (749 discretionary)
- Clients
- 740, approximate as reported
- Employees
- 4
- Advisory staff
- 4 performing investment advisory functions
- Average account
- $47,791
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 7, 2026 | $35.8 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 729 clients | $32.6 million | |
| Pension and profit sharing plans 10 clients | $1.8 million | |
| High net worth individuals fewer than 5 clients | $1.4 million |
How the firm is paid
- A percentage of assets under management
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 26-50.
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Insurance company or agency
Custody (Item 9)
The firm reported custody of client cash or securities, $35.8 million in total.
Investment adviser representatives
- IARs registered with the firm
- 3
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 4
Designations held by the firm's IARs: CFP 1.
3 of the firm's 3 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
Our source has no Form ADV Item 11 detail for this firm. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Green Era Financial LLC | Clearwater | $36.3 million |
| Nolan Capital Advisors LLC | Oviedo | $36.1 million |
| Serco Investments Inc. | Miami | $36.0 million |
| Bionic Capital | St. Petersburg | $36.0 million |
| Patuxent Financial Planning, LLC | Pompano Beach | $35.3 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Barlas O'Reilly Wealth Management, LLC on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: barlasfinancial.com
- Independent RIAs in Florida
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.