Lisa Detanna Earns Top‑Tier Recognition in California
On April 29, 2026, Raymond James & Associates announced that Lisa Detanna, a Private Wealth Advisor and Managing Director of the Global Wealth Solutions Group, has been ranked number 14 in California on Barron’s list of the Top 1,500 Financial Advisors. The announcement, issued from Beverly Hills, California, highlights Detanna’s standing among a large pool of advisors across the state and underscores the reputation of Raymond James within the wealth‑management industry.
Who is Lisa Detanna?
Lisa Detanna serves as a Private Wealth Advisor and Managing Director of the Global Wealth Solutions Group at Raymond James & Associates. She is a member of the New York Stock Exchange and the Securities Investor Protection Corporation (SIPC). Her office is located at 9595 Wilshire Blvd #801, Beverly Hills, CA 90212. In her role, Detanna focuses on delivering tailored financial planning and investment strategies to high‑net‑worth individuals and families.
Understanding Barron’s Top 1,500 Financial Advisors
Barron’s Top 1,500 Financial Advisors list is an annual ranking that identifies the most influential advisors across the United States. The list is compiled through a combination of public data, industry research, and client feedback. The ranking reflects advisors’ performance, client satisfaction, and overall impact on the wealth‑management landscape. Being included on the list signals that an advisor has achieved a high level of success and recognition in a competitive market.
Raymond James’s Role in the Ranking
Raymond James & Associates, an industry leader in financial planning and wealth management services, has a long history of supporting advisors who manage assets for individuals, high‑net‑worth families, corporations, and municipalities. The firm’s affiliation with the New York Stock Exchange and SIPC adds an extra layer of credibility to its advisors. The announcement notes that neither Raymond James nor any of its financial advisors pay a fee in exchange for inclusion on Barron’s list, emphasizing the independence of the award.
What the #14 Ranking Means for California
California is one of the largest and most diverse financial markets in the United States. Ranking 14th in such a populous state places Detanna among a select group of advisors who consistently deliver strong performance and client service. The position reflects both the breadth of her client base and the depth of her expertise in navigating complex investment landscapes.
Impact on Clients and Communities
Clients of advisors who appear on Barron’s list often benefit from the recognition that comes with being associated with a top‑tier professional. The ranking can serve as a signal of trust and competence, helping clients feel confident in the guidance they receive. Additionally, advisors at this level frequently engage in community outreach, philanthropy, and educational initiatives that benefit the broader public.
Raymond James’s Commitment to Excellence
Raymond James’s reputation for delivering high‑quality financial services is reinforced by the success of its advisors. The firm’s focus on individualized planning, transparent communication, and rigorous risk management aligns with the standards that Barron’s uses to evaluate advisors. Detanna’s achievement reflects the firm’s broader commitment to fostering professional excellence across its network.
How Barron’s List Is Compiled
While the specific methodology behind Barron’s ranking is proprietary, the list typically considers a range of factors including assets under management, client retention rates, and peer reviews. Advisors who demonstrate consistent growth, strong client relationships, and a track record of delivering results are more likely to be featured. Detanna’s inclusion indicates that she meets these high standards.
What Clients Can Expect Going Forward
For clients working with Lisa Detanna, the recognition on Barron’s list may translate into increased confidence in the strategies she recommends. While the award does not guarantee specific investment outcomes, it does suggest that Detanna has a proven ability to navigate market fluctuations and deliver value over time. Clients may also anticipate that her insights will be informed by the latest research and market trends.
Looking Ahead: Future Opportunities
Being named #14 in California opens doors for further collaboration and partnership opportunities. Detanna may be called upon to speak at industry conferences, contribute to thought leadership pieces, or mentor emerging advisors within Raymond James. The recognition also positions her to expand her influence beyond the local market, potentially attracting clients from other regions.
Key Takeaways
- Lisa Detanna, a Private Wealth Advisor at Raymond James, ranked #14 in California on Barron’s Top 1,500 Financial Advisors list.
- The ranking reflects high performance, client satisfaction, and influence within the financial services sector.
- Raymond James remains a prominent name in wealth management, with no fees paid for the award, underscoring the award’s independence.
- Clients benefit from the credibility and expertise associated with being advised by a top‑tier professional.
- The achievement highlights the firm’s dedication to excellence and client service.
Detanna’s recognition is a testament to her dedication and skill in managing wealth for a discerning clientele. As the financial landscape continues to evolve, advisors like her play a crucial role in guiding clients toward secure and prosperous futures.
