Lisa Detanna Ranked #1 in California on Forbes 2026 Top Women Wealth Advisors Best-in-State List
Lisa Detanna • Photo Credit: Raymond James Financial, Inc.
BEVERLY HILLS, Calif., February 17, 2026 (CALIFORNIA NEWS TODAY) — Private wealth advisor Lisa Detanna of Wealth management firm Raymond James has been ranked #1 in California on the Forbes 2026 “Top Women Wealth Advisors Best-In-State” list.
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Detanna serves as Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James in Beverly Hills. The ranking, released by Forbes in partnership with SHOOK Research, evaluates advisors based on interviews, client retention data, industry experience, and assets under management, among other criteria.
Detanna brings more than 30 years of experience and leads a team providing family office support, including wealth strategy, entity coordination, investment management, legacy planning, financial education, and cross-generational guidance.
“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 and Regional Director, Western Division RJA. “Her leadership, authenticity, and singular dedication to serving families truly set her apart.”
According to the ranking methodology, advisors must have a minimum of seven years of experience, including at least one year at their current firm. The evaluation includes qualitative insights from interviews and surveys, as well as quantitative factors such as revenue trends, assets under management, compliance records, and industry experience. Portfolio performance is not a ranking criterion.
The 2026 ranking is based on the period from June 30, 2024, to June 30, 2025, and was released on February 4, 2026. In the selection process, 51,403 nominations were received and 2,852 women were chosen.
For more information, visit www.forbes.com/lists/best-in-state-women-advisors and www.globalwealthsolutionsgroup.com.
Source: Raymond James
