Lisa Detanna Named #14 in CA to Barron’s List of Top 1,500 Financial Advisors

Key Terms

sipc regulatory

The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that helps customers recover cash and securities if a registered brokerage firm fails and assets are missing. Think of it like an insurance backstop for your brokerage account—it can replace missing holdings up to legal limits but does not protect against losses from market movements or bad investment choices.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

BEVERLY HILLS, Calif.--(BUSINESS WIRE)-- Lisa Detanna, Private Wealth Advisor, Managing Director of Global Wealth Solutions Group at Raymond James & Associates, member New York Stock Exchange/SIPC, located at 9595 Wilshire Blvd #801, Beverly Hills, CA 90212, was among the Raymond James-affiliated advisors named to the Barron’s list of Top 1,500 Financial Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 20, 2026.

Lisa Detanna Named #14 in CA to Barron’s List of Top 1,500 Financial Advisors

This recognition reflects Lisa’s decades-long commitment to delivering personalized, objective, and forward-thinking financial guidance to clients nationwide.

With a career spanning more than 30 years, Lisa Detanna has become a trusted advisor to family offices, multigenerational families, and high-net-worth individuals. Her passion lies in helping clients uncover what matters most to them, facilitating meaningful conversations around inheritance, estate planning, and financial education. Her goal is to foster greater harmony, clarity, and confidence in her clients’ financial lives.

“It is an absolute honor to be considered among the top financial advisors in my state,” Detanna said. “To be included among such an elite group is humbling.”

To reach Detanna or her team The Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd, Suite 801, Beverly Hills CA 90212, for more information call 310-285-4506 or visit website at https://www.globalwealthsolutionsgroup.com/

About Barron’s Top 1,500 Financial Advisors

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,855 individual advisors and their firms and include qualitative and quantitative criteria, and 1,500 won. Time period upon which the rating is based is from 09/30/2024 to 09/30/2025 and was released on 03/20/2026. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.

About Raymond James

Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.83 trillion as of Feb. 28, 2026. Additional information is available at raymondjames.com.

Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

© 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260430479890/en/

Media contact: Tara Detanna-Rogers,
310-285-4533

https://www.globalwealthsolutionsgroup.com/

Source: Raymond James