ALM First

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services headquartered in Dallas, TX. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. ALM First Financial Advisors is an SEC-registered investment advisor, with approximately $77 billion of assets under management (as of December 31, 2025). ALM First Group acts as an unbiased third party, offering commission-free, fee-based advisory services for approximately 400 financial institutions across the country.