Barron’s Ranks Top Financial Advisors

Lisa Detanna, an experienced financial advisor, serves as managing director and senior vice president of investments at the Beverly Hills office of Raymond James. A multi-awarded finance professional, Lisa Detanna ranked 24th in Barron’s “2021 Top 100 Women Financial Advisors” list.

Every year, Barron’s publishes four categories of individual financial advisor rankings: the Top 100 Advisors, the Top 100 Women Advisors, the Top 100 Independent Advisors, and the Top 1,200 Advisors. The rankings recognize the best financial advisors in the country and raise the financial services industry standards.

To be considered for any one of the lists, advisors answer a 102-item questionnaire about their practice. The information the advisors provide is verified with available data from financial services firms and regulatory bodies. The ranks are calculated according to three major categories: Assets, Revenue, and Quality of Practice.

The amount and types of assets that the advisor and their team oversee are considered. Types of assets are further broken down to institutional (for endowment or foundation) or corporate. As to revenues, the revenue that the advisor contributes to their firm is considered. As to the quality of practice, qualitative factors such as experience, credentials and designations, charitable contributions, and compliance records. The scores are calculated by assigning 100 as the top score. The highest-ranked advisor is determined, and the rest of the advisors are compared to them.