Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors
BEVERLY HILLS, Calif.–(BUSINESS WIRE)–Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been ranked #1 on the Forbes 2026 “Top Women Wealth Advisors Best‑In‑State” list for California, according to the latest rankings released by Forbes in partnership with SHOOK® Research.
This Best‑In‑State recognition highlights women advisors who demonstrate exceptional leadership, deep client impact, and mastery in serving sophisticated high‑net‑worth and multigenerational families. Forbes’ 2026 ranking, based on interviews, client retention data, industry experience, and assets under management, distinguishes advisors who deliver some of the highest standards of care in the wealth management profession.
“I am incredibly honored by this recognition,” said Detanna. “Serving California’s families, many of whom I’ve worked with across multiple generations, is a privilege I never take for granted. Our mission is to simplify the complexities of wealth and help families communicate, plan, and thrive with clarity and purpose.”
With more than 30 years of experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, entity coordination, investment management, legacy planning, financial education, and cross‑generational guidance. Her approach emphasizes deep personal understanding, open communication, and long‑term partnership with client families.
“We are incredibly proud to see Lisa and her team recognized as the #1 Top Women Wealth Advisor in the state,” said John Simmons, Senior Vice President, Regional Director, Western Division RJA. “Her leadership, authenticity, and singular dedication to serving families truly set her apart.”
Join us in congratulating Lisa and the Global Wealth Solutions Group of Raymond James team on this prestigious award.
For more information or to reach Lisa Detanna and the Global Wealth Solutions Group:
- 310‑285‑4506
- https://www.globalwealthsolutionsgroup.com/
- https://www.youtube.com/@LisaDetanna
The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes’ 2026 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.
Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary “impact” metric that measures the difference advisors make in their clients’ financial lives.
About the Forbes | SHOOK 2026 Top Women Wealth Advisors Ranking
The 2026 list represents the tenth annual Forbes ranking dedicated to recognizing the most accomplished women advisors in the United States. Candidates undergo in‑person, virtual, and telephone due‑diligence reviews, with scoring based on client impact, professional conduct, industry experience, firm nominations, assets under management, and revenue. Investment performance is not a ranking criterion due to differences in client risk profiles and objectives.
2026 Forbes Best-In-State Women Wealth Advisors
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 06/30/24 to 06/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/ranking. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/list/best-in-state-women-advisors/ for more info.
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations
Contacts
Media contact: Tara Detanna-Rogers
[email protected]
Globalwealthsolutionsgroup.com
