Lisa Detanna Ranked #1 in California on Forbes' Top Women Wealth Advisors List

Raymond James advisor recognized for exceptional leadership, client impact, and service to high-net-worth families

Published on Feb. 19, 2026

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Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James in Beverly Hills, California, has been ranked #1 on the Forbes 2026 'Top Women Wealth Advisors Best-In-State' list for California. This recognition highlights Detanna's exceptional leadership, deep client impact, and mastery in serving sophisticated high-net-worth and multigenerational families.

Why it matters

The Forbes ranking of Top Women Wealth Advisors Best-In-State is a prestigious accolade that distinguishes advisors who deliver the highest standards of care in the wealth management profession. Detanna's #1 ranking in California underscores her commitment to simplifying the complexities of wealth and helping families communicate, plan, and thrive with clarity and purpose.

The details

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.

  • The Forbes 2026 'Top Women Wealth Advisors Best-In-State' list was released on February 4, 2026.

The players

Lisa Detanna

Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James in Beverly Hills, California.

Raymond James

A leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

SHOOK® Research

The research firm that partnered with Forbes to determine the rankings for the 'Top Women Wealth Advisors Best-In-State' list.

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What they’re saying

“I am incredibly honored by this recognition. 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.”

— Lisa Detanna, Managing Director and Private Wealth Advisor (Business Wire)

“We are incredibly proud to see Lisa and her team recognized as the #1 Top Women Wealth Advisor in the state. Her leadership, authenticity, and singular dedication to serving families truly set her apart.”

— John Simmons, Senior Vice President, Regional Director, Western Division (Business Wire)

What’s next

The Forbes 'Top Women Wealth Advisors Best-In-State' ranking is an annual list, so Lisa Detanna and the Global Wealth Solutions Group at Raymond James will be eligible for consideration again next year.

The takeaway

Lisa Detanna's #1 ranking in California on the Forbes 'Top Women Wealth Advisors Best-In-State' list underscores her exceptional leadership, deep client impact, and commitment to serving high-net-worth families with the highest standards of care in the wealth management profession.