Our Company
ALM First is a leading, trusted strategic partner for banks and credit unions, offering an array of financial advisory services
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 $79 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 450 financial institutions across the country.
30 Years Strong
Since 1995, we’ve been leaders in the industry.
$79 Billion AUM
Approximately 79 billion in assets under management.
450+ Institutions
Over 450+ institutions served since the beginning.
Discover Our Service Offerings
Stay Up To Date With The Industry
Beyond the NCUA Alert: Evaluating Alternative Assets in Benefits Prefunding Programs
Latest Article →Interview: 2026 CUES Symposium with Alec Hollis, Ryan Sherwin and Tom Sievewright
Latest Publication →ALM First, M&A Leadership Council Introduce NEW M&A Solution for Credit Unions
Latest Release →
Analytics That Empower. Tools That Deliver.
Experience the power of smarter decision-making with our secure, web-based ecosystem. Designed for financial institutions, my.almfirst.com delivers rich data, advanced analytics, and intuitive dashboards—all in one place. Access on-demand tools to optimize strategies and drive stronger balance sheet performance.
