Lisa Detanna Named to Barron’s 2025 List of Top 100 Financial Advisors

The Global Wealth Solutions Group of Raymond James is proud to announce that Lisa Detanna, Private Wealth Advisor and Managing Director, has been named to Barron’s prestigious 2025 Top 100 Financial Advisors list. The list, which recognizes top advisors across the country, was released online May 9, 2025.

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

“I’m honored to be recognized by Barron’s alongside so many outstanding advisors,” said Detanna. “This recognition is a testament to the trust our clients place in us and the exceptional dedication of our entire team at the Global Wealth Solutions Group.”

Published annually, Barron’s Top 100 Financial Advisors list highlights the most accomplished wealth managers in the United States. Rankings are based on a range of criteria, including assets under management, revenue produced, regulatory record, and overall quality of practice. Lisa’s inclusion in this elite group underscores her leadership in the industry and her unwavering focus on client success.

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.

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 Raymond James

Raymond James Financial, Inc. (our parent company), (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 8,700 financial advisors. Total client assets are $1.45 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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

2025 Barron’s Top 100 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 1,402 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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. This ranking is based upon the period from 1/1/24 to 12/31/24 and was released 5/9/2025. 100 advisors won. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. 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/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.

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